Sowell Financial Services’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 | $1.07M | Sell |
6,481
-27
| -0.4% | -$4.44K | 0.04% | 394 |
|
|
2025
Q1 | $1.04M | Buy |
+6,508
| New | +$1.04M | 0.05% | 372 |
|
|
2023
Q2 | – | Sell |
-2,872
| Closed | -$385K | – | 831 |
|
|
2023
Q1 | $385K | Buy |
+2,872
| New | +$385K | 0.03% | 502 |
|
|
2021
Q2 | – | Sell |
-836
| Closed | -$120K | – | 2681 |
|
|
2021
Q1 | $120K | Buy |
836
+479
| +134% | +$68.8K | ﹤0.01% | 1284 |
|
|
2020
Q4 | $42K | Buy |
357
+74
| +26% | +$8.71K | ﹤0.01% | 1465 |
|
|
2020
Q3 | $29K | Buy |
283
+18
| +7% | +$1.85K | ﹤0.01% | 1405 |
|
|
2020
Q2 | $25K | Buy |
265
+20
| +8% | +$1.89K | ﹤0.01% | 1396 |
|
|
2020
Q1 | $20K | Sell |
245
-1,573
| -87% | -$128K | ﹤0.01% | 1402 |
|
|
2019
Q4 | $217K | Buy |
1,818
+712
| +64% | +$85K | 0.02% | 683 |
|
|
2019
Q3 | $125K | Buy |
+1,106
| New | +$125K | 0.01% | 775 |
|
|
2019
Q1 | $247K | Buy |
2,285
+63
| +3% | +$6.81K | 0.03% | 489 |
|
|
2018
Q4 | $212K | Buy |
+2,222
| New | +$212K | 0.03% | 451 |
|