SFP
Sterling Financial Planning’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
20,329
+674
| +3% | +$111K | 1.12% | 25 |
|
|
2025
Q1 | $3.16M | Sell |
19,655
-22
| -0.1% | -$3.53K | 1.14% | 26 |
|
|
2024
Q4 | $3.18M | Buy |
19,677
+27
| +0.1% | +$4.37K | 1.17% | 28 |
|
|
2024
Q3 | $3.29M | Buy |
19,650
+31
| +0.2% | +$5.2K | 1.21% | 26 |
|
|
2024
Q2 | $2.95M | Sell |
19,619
-1,283
| -6% | -$193K | 1.2% | 26 |
|
|
2024
Q1 | $3.26M | Sell |
20,902
-269
| -1% | -$41.9K | 1.32% | 21 |
|
|
2023
Q4 | $3.07M | Buy |
21,171
+105
| +0.5% | +$15.2K | 1.33% | 22 |
|
|
2023
Q3 | $2.76M | Buy |
21,066
+370
| +2% | +$48.5K | 1.41% | 21 |
|
|
2023
Q2 | $2.86M | Sell |
20,696
-212
| -1% | -$29.3K | 1.42% | 23 |
|
|
2023
Q1 | $2.8M | Buy |
20,908
+121
| +0.6% | +$16.2K | 1.52% | 20 |
|
|
2022
Q4 | $2.81M | Buy |
20,787
+957
| +5% | +$129K | 1.68% | 18 |
|
|
2022
Q3 | $2.42M | Buy |
19,830
+2,341
| +13% | +$285K | 1.69% | 16 |
|
|
2022
Q2 | $2.27M | Buy |
17,489
+202
| +1% | +$26.2K | 1.59% | 19 |
|
|
2022
Q1 | $2.59M | Buy |
17,287
+69
| +0.4% | +$10.3K | 1.63% | 18 |
|
|
2021
Q4 | $2.59M | Buy |
17,218
+529
| +3% | +$79.5K | 1.62% | 18 |
|
|
2021
Q3 | $2.33M | Buy |
16,689
+350
| +2% | +$48.9K | 1.48% | 18 |
|
|
2021
Q2 | $2.3M | Buy |
16,339
+270
| +2% | +$37.9K | 1.49% | 17 |
|
|
2021
Q1 | $2.17M | Buy |
16,069
+1,183
| +8% | +$160K | 1.55% | 17 |
|
|
2020
Q4 | $1.77M | Buy |
+14,886
| New | +$1.77M | 1.43% | 18 |
|