SEIA
Signature Estate & Investment 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 | $2.53M | Sell |
15,394
-1,628
| -10% | -$268K | 0.06% | 137 |
|
|
2025
Q1 | $2.73M | Buy |
17,022
+3,234
| +23% | +$519K | 0.07% | 118 |
|
|
2024
Q4 | $2.23M | Buy |
13,788
+2,195
| +19% | +$355K | 0.06% | 123 |
|
|
2024
Q3 | $1.94M | Sell |
11,593
-2,175
| -16% | -$365K | 0.04% | 132 |
|
|
2024
Q2 | $2.07M | Buy |
13,768
+5,740
| +71% | +$863K | 0.05% | 129 |
|
|
2024
Q1 | $1.25M | Buy |
8,028
+87
| +1% | +$13.6K | 0.04% | 84 |
|
|
2023
Q4 | $1.15M | Sell |
7,941
-215
| -3% | -$31.2K | 0.03% | 95 |
|
|
2023
Q3 | $1.07M | Sell |
8,156
-86
| -1% | -$11.3K | 0.04% | 92 |
|
|
2023
Q2 | $1.14M | Buy |
8,242
+184
| +2% | +$25.5K | 0.04% | 92 |
|
|
2023
Q1 | $1.08M | Sell |
8,058
-655
| -8% | -$87.8K | 0.04% | 91 |
|
|
2022
Q4 | $1.18M | Sell |
8,713
-245
| -3% | -$33.1K | 0.04% | 94 |
|
|
2022
Q3 | $1.09M | Sell |
8,958
-149
| -2% | -$18.1K | 0.05% | 92 |
|
|
2022
Q2 | $1.18M | Sell |
9,107
-243
| -3% | -$31.5K | 0.06% | 84 |
|
|
2022
Q1 | $1.4M | Sell |
9,350
-862
| -8% | -$129K | 0.06% | 81 |
|
|
2021
Q4 | $1.54M | Buy |
10,212
+87
| +0.9% | +$13.1K | 0.07% | 78 |
|
|
2021
Q3 | $1.41M | Sell |
10,125
-97
| -0.9% | -$13.5K | 0.07% | 77 |
|
|
2021
Q2 | $1.44M | Sell |
10,222
-1,790
| -15% | -$252K | 0.06% | 77 |
|
|
2021
Q1 | $1.62M | Sell |
12,012
-563
| -4% | -$75.9K | 0.08% | 79 |
|
|
2020
Q4 | $1.5M | Sell |
12,575
-429
| -3% | -$51K | 0.08% | 81 |
|
|
2020
Q3 | $1.32M | Buy |
13,004
+226
| +2% | +$22.9K | 0.08% | 77 |
|
|
2020
Q2 | $1.22M | Sell |
12,778
-1,987
| -13% | -$190K | 0.09% | 78 |
|
|
2020
Q1 | $1.2M | Sell |
14,765
-3,178
| -18% | -$258K | 0.1% | 76 |
|
|
2019
Q4 | $2.14M | Sell |
17,943
-1,109
| -6% | -$132K | 0.13% | 70 |
|
|
2019
Q3 | $2.15M | Sell |
19,052
-23
| -0.1% | -$2.6K | 0.14% | 68 |
|
|
2019
Q2 | $2.12M | Buy |
19,075
+1,689
| +10% | +$188K | 0.14% | 68 |
|
|
2019
Q1 | $1.88M | Sell |
17,386
-3,102
| -15% | -$335K | 0.13% | 72 |
|
|
2018
Q4 | $1.95M | Sell |
20,488
-808
| -4% | -$77K | 0.17% | 66 |
|
|
2018
Q3 | $2.41M | Sell |
21,296
-846
| -4% | -$95.7K | 0.22% | 57 |
|
|
2018
Q2 | $2.45M | Sell |
22,142
-508
| -2% | -$56.1K | 0.23% | 59 |
|
|
2018
Q1 | $2.48M | Sell |
22,650
-4,072
| -15% | -$445K | 0.25% | 60 |
|
|
2017
Q4 | $2.98M | Sell |
26,722
-506
| -2% | -$56.4K | 0.3% | 55 |
|
|
2017
Q3 | $2.88M | Sell |
27,228
-52,158
| -66% | -$5.51M | 0.32% | 52 |
|
|
2017
Q2 | $8.17M | Sell |
79,386
-2,497
| -3% | -$257K | 0.97% | 35 |
|
|
2017
Q1 | $8.35M | Buy |
81,883
+2,303
| +3% | +$235K | 1.04% | 35 |
|
|
2016
Q4 | $7.73M | Sell |
79,580
-16,041
| -17% | -$1.56M | 1.07% | 33 |
|
|
2016
Q3 | $8.95M | Sell |
95,621
-3,419
| -3% | -$320K | 1.31% | 31 |
|
|
2016
Q2 | $8.82M | Sell |
99,040
-14,520
| -13% | -$1.29M | 1.41% | 28 |
|
|
2016
Q1 | $9.89M | Buy |
113,560
+2,339
| +2% | +$204K | 1.62% | 26 |
|
|
2015
Q4 | $9.56M | Sell |
111,221
-198
| -0.2% | -$17K | 1.65% | 27 |
|
|
2015
Q3 | $9.28M | Buy |
111,419
+9,484
| +9% | +$789K | 1.93% | 24 |
|
|
2015
Q2 | $9.23M | Buy |
101,935
+7,072
| +7% | +$640K | 2.06% | 26 |
|
|
2015
Q1 | $8.72M | Sell |
94,863
-4,149
| -4% | -$381K | 2.3% | 24 |
|
|
2014
Q4 | $8.86M | Buy |
99,012
+1,923
| +2% | +$172K | 2.94% | 7 |
|
|
2014
Q3 | $8.24M | Buy |
97,089
+8,291
| +9% | +$704K | 2.94% | 9 |
|
|
2014
Q2 | $7.72M | Buy |
88,798
+11,455
| +15% | +$996K | 2.72% | 8 |
|
|
2014
Q1 | $6.41M | Buy |
77,343
+11,028
| +17% | +$913K | 2.51% | 10 |
|
|
2013
Q4 | $5.29M | Buy |
66,315
+9,149
| +16% | +$730K | 2.62% | 11 |
|
|
2013
Q3 | $4.19M | Buy |
57,166
+10,424
| +22% | +$763K | 2.41% | 16 |
|
|
2013
Q2 | $3.21M | Buy |
+46,742
| New | +$3.21M | 2.31% | 16 |
|