Safeguard Financial’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
Q1
$1.97M Sell
12,292
-1,005
-8% -$161K 0.43% 22
2024
Q4
$2.15M Sell
13,297
-3,375
-20% -$546K 0.47% 21
2024
Q3
$2.8M Sell
16,672
-1,312
-7% -$220K 0.66% 16
2024
Q2
$2.71M Buy
17,984
+280
+2% +$42.1K 0.75% 14
2024
Q1
$2.76M Buy
17,704
+1,072
+6% +$167K 0.9% 14
2023
Q4
$2.41M Buy
16,632
+3,997
+32% +$580K 0.91% 13
2023
Q3
$1.65M Buy
12,635
+3,104
+33% +$407K 0.8% 17
2023
Q2
$1.32M Buy
9,531
+2,474
+35% +$342K 0.63% 21
2023
Q1
$946K Buy
7,057
+29
+0.4% +$3.89K 0.57% 27
2022
Q4
$950K Sell
7,028
-767
-10% -$104K 0.68% 26
2022
Q3
$949K Buy
7,795
+758
+11% +$92.3K 0.88% 22
2022
Q2
$911K Buy
7,037
+4,112
+141% +$532K 1.09% 19
2022
Q1
$438K Buy
+2,925
New +$438K 0.65% 28