Strategic Financial 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 | $708K | Sell |
4,304
-124
| -3% | -$20.4K | 0.33% | 42 |
|
|
2025
Q1 | $711K | Sell |
4,428
-53
| -1% | -$8.51K | 0.37% | 41 |
|
|
2024
Q4 | $725K | Sell |
4,481
-405
| -8% | -$65.5K | 0.37% | 39 |
|
|
2024
Q3 | $819K | Buy |
4,886
+96
| +2% | +$16.1K | 0.42% | 37 |
|
|
2024
Q2 | $721K | Sell |
4,790
-494
| -9% | -$74.3K | 0.4% | 38 |
|
|
2024
Q1 | $824K | Buy |
5,284
+126
| +2% | +$19.6K | 0.46% | 34 |
|
|
2023
Q4 | $748K | Buy |
5,158
+2
| +0% | +$290 | 0.43% | 32 |
|
|
2023
Q3 | $675K | Buy |
5,156
+4
| +0.1% | +$524 | 0.41% | 34 |
|
|
2023
Q2 | $713K | Sell |
5,152
-263
| -5% | -$36.4K | 0.41% | 35 |
|
|
2023
Q1 | $726K | Buy |
5,415
+96
| +2% | +$12.9K | 0.44% | 35 |
|
|
2022
Q4 | $719K | Sell |
5,319
-169
| -3% | -$22.8K | 0.44% | 33 |
|
|
2022
Q3 | $668K | Sell |
5,488
-633
| -10% | -$77K | 0.43% | 30 |
|
|
2022
Q2 | $793K | Sell |
6,121
-123
| -2% | -$15.9K | 0.46% | 29 |
|
|
2022
Q1 | $935K | Sell |
6,244
-421
| -6% | -$63K | 0.48% | 28 |
|
|
2021
Q4 | $1M | Buy |
6,665
+52
| +0.8% | +$7.82K | 0.49% | 30 |
|
|
2021
Q3 | $923K | Buy |
6,613
+463
| +8% | +$64.6K | 0.5% | 28 |
|
|
2021
Q2 | $864K | Buy |
6,150
+182
| +3% | +$25.6K | 0.48% | 30 |
|
|
2021
Q1 | $805K | Sell |
5,968
-148
| -2% | -$20K | 0.48% | 27 |
|
|
2020
Q4 | $728K | Sell |
6,116
-77
| -1% | -$9.17K | 0.48% | 30 |
|
|
2020
Q3 | $628K | Sell |
6,193
-705
| -10% | -$71.5K | 0.49% | 32 |
|
|
2020
Q2 | $660K | Sell |
6,898
-691
| -9% | -$66.1K | 0.55% | 27 |
|
|
2020
Q1 | $617K | Sell |
7,589
-814
| -10% | -$66.2K | 0.66% | 26 |
|
|
2019
Q4 | $1M | Buy |
+8,403
| New | +$1M | 0.82% | 25 |
|