Southland Equity Partners’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 | – | Sell |
-9,736
| Closed | -$1.56M | – | 244 |
|
|
2025
Q1 | $1.56M | Buy |
+9,736
| New | +$1.56M | 0.36% | 54 |
|
|
2024
Q3 | – | Sell |
-3,020
| Closed | -$454K | – | 236 |
|
|
2024
Q2 | $454K | Sell |
3,020
-460
| -13% | -$69.2K | 0.13% | 107 |
|
|
2024
Q1 | $543K | Buy |
3,480
+153
| +5% | +$23.9K | 0.15% | 92 |
|
|
2023
Q4 | $482K | Sell |
3,327
-132
| -4% | -$19.1K | 0.15% | 97 |
|
|
2023
Q3 | $453K | Sell |
3,459
-135
| -4% | -$17.7K | 0.16% | 91 |
|
|
2023
Q2 | $497K | Buy |
3,594
+178
| +5% | +$24.6K | 0.17% | 82 |
|
|
2023
Q1 | $458K | Buy |
+3,416
| New | +$458K | 0.18% | 92 |
|
|
2022
Q2 | – | Sell |
-1,391
| Closed | -$208K | – | 178 |
|
|
2022
Q1 | $208K | Buy |
+1,391
| New | +$208K | 0.09% | 169 |
|