SW
SkyOak Wealth’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 | $294K | Hold |
1,786
| – | – | 0.06% | 178 |
|
|
2025
Q1 | $287K | Buy |
1,786
+4
| +0.2% | +$642 | 0.06% | 177 |
|
|
2024
Q4 | $288K | Hold |
1,782
| – | – | 0.06% | 180 |
|
|
2024
Q3 | $299K | Sell |
1,782
-67
| -4% | -$11.2K | 0.07% | 168 |
|
|
2024
Q2 | $278K | Sell |
1,849
-164
| -8% | -$24.7K | 0.06% | 187 |
|
|
2024
Q1 | $314K | Sell |
2,013
-954
| -32% | -$149K | 0.08% | 180 |
|
|
2023
Q4 | $430K | Sell |
2,967
-213
| -7% | -$30.9K | 0.11% | 133 |
|
|
2023
Q3 | $416K | Sell |
3,180
-300
| -9% | -$39.3K | 0.12% | 124 |
|
|
2023
Q2 | $482K | Sell |
3,480
-821
| -19% | -$114K | 0.14% | 127 |
|
|
2023
Q1 | $577K | Sell |
4,301
-813
| -16% | -$109K | 0.18% | 105 |
|
|
2022
Q4 | $692K | Sell |
5,114
-1,396
| -21% | -$189K | 0.23% | 92 |
|
|
2022
Q3 | $793K | Sell |
6,510
-17,406
| -73% | -$2.12M | 0.28% | 80 |
|
|
2022
Q2 | $3.1M | Buy |
23,916
+2,364
| +11% | +$306K | 1.06% | 29 |
|
|
2022
Q1 | $3.23M | Buy |
21,552
+1,486
| +7% | +$222K | 0.9% | 34 |
|
|
2021
Q4 | $3.02M | Buy |
20,066
+2,608
| +15% | +$392K | 0.77% | 37 |
|
|
2021
Q3 | $2.44M | Buy |
17,458
+267
| +2% | +$37.3K | 0.66% | 44 |
|
|
2021
Q2 | $2.42M | Buy |
17,191
+2,507
| +17% | +$352K | 0.65% | 44 |
|
|
2021
Q1 | $2.06M | Buy |
14,684
+434
| +3% | +$61K | 0.57% | 46 |
|
|
2020
Q4 | $1.7M | Buy |
14,250
+1,338
| +10% | +$159K | 0.53% | 60 |
|
|
2020
Q3 | $1.31M | Buy |
12,912
+3,109
| +32% | +$315K | 0.47% | 66 |
|
|
2020
Q2 | $938K | Buy |
9,803
+7,197
| +276% | +$689K | 0.35% | 74 |
|
|
2020
Q1 | $212K | Buy |
+2,606
| New | +$212K | 0.11% | 186 |
|