Sound Income Strategies’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 | $44.8K | Sell |
272
-7
| -3% | -$1.15K | ﹤0.01% | 552 |
|
2025
Q1 | $44.8K | Buy |
279
+121
| +77% | +$19.4K | ﹤0.01% | 529 |
|
2024
Q4 | $25.6K | Buy |
158
+3
| +2% | +$486 | ﹤0.01% | 627 |
|
2024
Q3 | $26K | Buy |
155
+48
| +45% | +$8.06K | ﹤0.01% | 584 |
|
2024
Q2 | $16.1K | Sell |
107
-144
| -57% | -$21.7K | ﹤0.01% | 676 |
|
2024
Q1 | $39.2K | Buy |
251
+231
| +1,155% | +$36K | ﹤0.01% | 461 |
|
2023
Q4 | $2.89K | Hold |
20
| – | – | ﹤0.01% | 992 |
|
2023
Q3 | $2.56K | Sell |
20
-275
| -93% | -$35.2K | ﹤0.01% | 861 |
|
2023
Q2 | $40.8K | Buy |
+295
| New | +$40.8K | ﹤0.01% | 319 |
|
2022
Q3 | – | Sell |
-30
| Closed | -$4K | – | 984 |
|
2022
Q2 | $4K | Buy |
30
+5
| +20% | +$667 | ﹤0.01% | 632 |
|
2022
Q1 | $4K | Sell |
25
-35
| -58% | -$5.6K | ﹤0.01% | 646 |
|
2021
Q4 | $9K | Hold |
60
| – | – | ﹤0.01% | 494 |
|
2021
Q3 | $8K | Hold |
60
| – | – | ﹤0.01% | 505 |
|
2021
Q2 | $8K | Buy |
60
+2
| +3% | +$267 | ﹤0.01% | 528 |
|
2021
Q1 | $7.82K | Buy |
58
+33
| +132% | +$4.45K | ﹤0.01% | 545 |
|
2020
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 684 |
|
2020
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 633 |
|
2020
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 658 |
|
2020
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 616 |
|