RTD Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
76,905
+25,242
| +49% | +$4.15M | 1.62% | 20 |
|
|
2025
Q1 | $8.29M | Sell |
51,663
-818
| -2% | -$131K | 1.11% | 29 |
|
|
2024
Q4 | $8.49M | Buy |
52,481
+27
| +0.1% | +$4.37K | 1.09% | 30 |
|
|
2024
Q3 | $8.79M | Sell |
52,454
-635
| -1% | -$106K | 1.11% | 31 |
|
|
2024
Q2 | $7.99M | Sell |
53,089
-255
| -0.5% | -$38.4K | 1.07% | 30 |
|
|
2024
Q1 | $8.32M | Sell |
53,344
-446
| -0.8% | -$69.5K | 1.12% | 29 |
|
|
2023
Q4 | $7.8M | Sell |
53,790
-546
| -1% | -$79.2K | 1.1% | 29 |
|
|
2023
Q3 | $7.12M | Sell |
54,336
-51
| -0.1% | -$6.68K | 1.09% | 29 |
|
|
2023
Q2 | $7.53M | Buy |
54,387
+203
| +0.4% | +$28.1K | 1.09% | 30 |
|
|
2023
Q1 | $7.26M | Buy |
54,184
+4,794
| +10% | +$643K | 1.12% | 28 |
|
|
2022
Q4 | $6.68M | Sell |
49,390
-42
| -0.1% | -$5.68K | 1.09% | 29 |
|
|
2022
Q3 | $6.02M | Sell |
49,432
-69
| -0.1% | -$8.4K | 1.11% | 25 |
|
|
2022
Q2 | $6.41M | Buy |
49,501
+10,942
| +28% | +$1.42M | 0.98% | 30 |
|
|
2022
Q1 | $5.77M | Sell |
38,559
-9
| -0% | -$1.35K | 0.78% | 35 |
|
|
2021
Q4 | $5.8M | Buy |
+38,568
| New | +$5.8M | 0.76% | 35 |
|