Sensible Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,372
| Closed | -$230K | – | 49 |
|
|
2024
Q3 | $230K | Buy |
+1,372
| New | +$230K | 0.05% | 49 |
|
|
2016
Q4 | – | Sell |
-1,120
| Closed | -$105K | – | 70 |
|
|
2016
Q3 | $105K | Hold |
1,120
| – | – | 0.07% | 33 |
|
|
2016
Q2 | $100K | Buy |
+1,120
| New | +$100K | 0.07% | 36 |
|
|
2015
Q1 | – | Sell |
-174
| Closed | -$16K | – | 64 |
|
|
2014
Q4 | $16K | Hold |
174
| – | – | 0.02% | 54 |
|
|
2014
Q3 | $15K | Buy |
+174
| New | +$15K | 0.01% | 50 |
|