Smallwood Wealth Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.05M | Buy |
43,933
+1,264
| +3% | +$203K | 4.44% | 3 |
|
|
2024
Q4 | $6.9M | Sell |
42,669
-790
| -2% | -$128K | 4.71% | 4 |
|
|
2024
Q3 | $7.29M | Buy |
43,459
+1,237
| +3% | +$207K | 5.2% | 4 |
|
|
2024
Q2 | $6.35M | Buy |
42,222
+581
| +1% | +$87.4K | 4.91% | 4 |
|
|
2024
Q1 | $6.49M | Buy |
41,641
+181
| +0.4% | +$28.2K | 5.03% | 4 |
|
|
2023
Q4 | $6.01M | Buy |
41,460
+937
| +2% | +$136K | 4.98% | 4 |
|
|
2023
Q3 | $5.31M | Buy |
40,523
+642
| +2% | +$84.1K | 4.83% | 4 |
|
|
2023
Q2 | $5.52M | Sell |
39,881
-751
| -2% | -$104K | 4.92% | 4 |
|
|
2023
Q1 | $5.45M | Sell |
40,632
-64
| -0.2% | -$8.58K | 5.16% | 4 |
|
|
2022
Q4 | $5.5M | Buy |
40,696
+1,231
| +3% | +$166K | 4.66% | 4 |
|
|
2022
Q3 | $4.81M | Buy |
39,465
+1,935
| +5% | +$236K | 4.32% | 4 |
|
|
2022
Q2 | $4.86M | Buy |
37,530
+845
| +2% | +$109K | 4.93% | 3 |
|
|
2022
Q1 | $5.49M | Buy |
36,685
+820
| +2% | +$123K | 5.19% | 3 |
|
|
2021
Q4 | $5.39M | Buy |
+35,865
| New | +$5.39M | 5.02% | 5 |
|