Simplicity Wealth’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 | $1.05M | Buy |
6,392
+5,108
| +398% | +$840K | 0.04% | 322 |
|
|
2025
Q1 | $206K | Buy |
1,284
+3
| +0.2% | +$482 | 0.02% | 522 |
|
|
2024
Q4 | $207K | Buy |
+1,281
| New | +$207K | 0.04% | 307 |
|
|
2024
Q3 | – | Sell |
-55,197
| Closed | -$8.3M | – | 1191 |
|
|
2024
Q2 | $8.3M | Sell |
55,197
-700
| -1% | -$105K | 0.19% | 105 |
|
|
2024
Q1 | $8.71M | Buy |
+55,897
| New | +$8.71M | 0.21% | 95 |
|