Schwallier Wealth Management’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 | $1.21M | Buy |
7,328
+906
| +14% | +$149K | 0.74% | 15 |
|
|
2025
Q1 | $1.03M | Sell |
6,422
-158
| -2% | -$25.4K | 0.76% | 17 |
|
|
2024
Q4 | $1.06M | Sell |
6,580
-559
| -8% | -$90.4K | 0.81% | 15 |
|
|
2024
Q3 | $1.2M | Buy |
7,139
+441
| +7% | +$73.9K | 0.86% | 14 |
|
|
2024
Q2 | $1.01M | Sell |
6,698
-564
| -8% | -$84.8K | 0.82% | 14 |
|
|
2024
Q1 | $1.13M | Sell |
7,262
-2,703
| -27% | -$421K | 0.91% | 15 |
|
|
2023
Q4 | $1.44M | Buy |
+9,965
| New | +$1.44M | 1.2% | 13 |
|