Spire Wealth 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
Q2 | $4.82M | Buy |
29,338
+153
| +0.5% | +$25.2K | 0.17% | 113 |
|
|
2025
Q1 | $4.69M | Sell |
29,185
-334
| -1% | -$53.6K | 0.15% | 133 |
|
|
2024
Q4 | $4.78M | Buy |
29,519
+39
| +0.1% | +$6.31K | 0.15% | 131 |
|
|
2024
Q3 | $4.94M | Sell |
29,480
-6,822
| -19% | -$1.14M | 0.17% | 118 |
|
|
2024
Q2 | $5.46M | Buy |
36,302
+5,247
| +17% | +$789K | 0.19% | 110 |
|
|
2024
Q1 | $4.84M | Sell |
31,055
-429
| -1% | -$66.9K | 0.09% | 163 |
|
|
2023
Q4 | $4.48M | Sell |
31,484
-444
| -1% | -$63.1K | 0.15% | 155 |
|
|
2023
Q3 | $4.18M | Buy |
31,928
+1,412
| +5% | +$185K | 0.16% | 139 |
|
|
2023
Q2 | $4.22M | Buy |
30,516
+1,603
| +6% | +$222K | 0.16% | 126 |
|
|
2023
Q1 | $3.88M | Buy |
28,913
+1,310
| +5% | +$176K | 0.15% | 129 |
|
|
2022
Q4 | $3.73M | Buy |
27,603
+1,671
| +6% | +$226K | 0.21% | 107 |
|
|
2022
Q3 | $3.16M | Sell |
25,932
-98
| -0.4% | -$11.9K | 0.19% | 109 |
|
|
2022
Q2 | $3.37M | Sell |
26,030
-57
| -0.2% | -$7.38K | 0.14% | 148 |
|
|
2022
Q1 | $3.9M | Buy |
26,087
+9
| +0% | +$1.35K | 0.1% | 182 |
|
|
2021
Q4 | $3.92M | Buy |
26,078
+341
| +1% | +$51.3K | 0.09% | 202 |
|
|
2021
Q3 | $3.59M | Sell |
25,737
-148
| -0.6% | -$20.7K | 0.1% | 196 |
|
|
2021
Q2 | $3.64M | Buy |
25,885
+254
| +1% | +$35.7K | 0.1% | 194 |
|
|
2021
Q1 | $3.46M | Buy |
+25,631
| New | +$3.46M | 0.09% | 201 |
|