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 |
|