Sequoia Financial Advisors’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 | $10.7M | Sell |
64,881
-52,086
| -45% | -$8.57M | 0.07% | 181 |
|
|
2025
Q1 | $18.8M | Sell |
116,967
-55,098
| -32% | -$8.85M | 0.14% | 125 |
|
|
2024
Q4 | $27.8M | Buy |
172,065
+168,604
| +4,872% | +$27.3M | 0.27% | 84 |
|
|
2024
Q3 | $580K | Sell |
3,461
-49
| -1% | -$8.22K | 0.01% | 698 |
|
|
2024
Q2 | $528K | Buy |
3,510
+158
| +5% | +$23.8K | 0.01% | 668 |
|
|
2024
Q1 | $523K | Sell |
3,352
-20
| -0.6% | -$3.12K | 0.01% | 671 |
|
|
2023
Q4 | $489K | Buy |
3,372
+196
| +6% | +$28.4K | 0.01% | 740 |
|
|
2023
Q3 | $416K | Sell |
3,176
-153
| -5% | -$20K | 0.01% | 566 |
|
|
2023
Q2 | $461K | Buy |
3,329
+105
| +3% | +$14.5K | 0.01% | 544 |
|
|
2023
Q1 | $432K | Buy |
3,224
+256
| +9% | +$34.3K | 0.01% | 509 |
|
|
2022
Q4 | $401K | Buy |
+2,968
| New | +$401K | 0.01% | 493 |
|
|
2021
Q2 | – | Sell |
-1,545
| Closed | -$208K | – | 486 |
|
|
2021
Q1 | $208K | Buy |
+1,545
| New | +$208K | 0.01% | 411 |
|
|
2020
Q2 | – | Sell |
-2,910
| Closed | -$237K | – | 404 |
|
|
2020
Q1 | $237K | Sell |
2,910
-63
| -2% | -$5.13K | 0.02% | 309 |
|
|
2019
Q4 | $354K | Sell |
2,973
-100
| -3% | -$11.9K | 0.02% | 276 |
|
|
2019
Q3 | $347K | Buy |
+3,073
| New | +$347K | 0.03% | 256 |
|