SHFA
SC&H Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Hold |
9,215
| – | – | 0.26% | 50 |
|
|
2025
Q1 | $1.48M | Buy |
9,215
+31
| +0.3% | +$4.98K | 0.29% | 49 |
|
|
2024
Q4 | $1.49M | Buy |
9,184
+29
| +0.3% | +$4.69K | 0.31% | 47 |
|
|
2024
Q3 | $1.54M | Sell |
9,155
-129
| -1% | -$21.6K | 0.34% | 46 |
|
|
2024
Q2 | $1.4M | Sell |
9,284
-182
| -2% | -$27.4K | 0.34% | 46 |
|
|
2024
Q1 | $1.48M | Sell |
9,466
-332
| -3% | -$51.8K | 0.38% | 42 |
|
|
2023
Q4 | $1.42M | Buy |
9,798
+425
| +5% | +$61.6K | 0.41% | 39 |
|
|
2023
Q3 | $1.23M | Buy |
9,373
+23
| +0.2% | +$3.01K | 0.41% | 41 |
|
|
2023
Q2 | $1.29M | Buy |
9,350
+24
| +0.3% | +$3.32K | 0.43% | 38 |
|
|
2023
Q1 | $1.25M | Buy |
9,326
+22
| +0.2% | +$2.95K | 0.46% | 42 |
|
|
2022
Q4 | $1.26M | Buy |
9,304
+60
| +0.6% | +$8.11K | 0.52% | 34 |
|
|
2022
Q3 | $1.13M | Buy |
9,244
+507
| +6% | +$61.8K | 0.56% | 39 |
|
|
2022
Q2 | $1.13M | Buy |
8,737
+319
| +4% | +$41.3K | 0.53% | 44 |
|
|
2022
Q1 | $1.26M | Buy |
8,418
+33
| +0.4% | +$4.94K | 0.6% | 35 |
|
|
2021
Q4 | $1.26M | Buy |
+8,385
| New | +$1.26M | 0.7% | 34 |
|