Strategic Investment Advisors’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 | $14.5M | Buy |
87,980
+7,277
| +9% | +$1.2M | 1.41% | 21 |
|
|
2025
Q1 | $13M | Buy |
80,703
+7,206
| +10% | +$1.16M | 1.37% | 23 |
|
|
2024
Q4 | $11.9M | Buy |
73,497
+6,275
| +9% | +$1.02M | 1.26% | 25 |
|
|
2024
Q3 | $11.3M | Buy |
67,222
+3,148
| +5% | +$528K | 1.23% | 23 |
|
|
2024
Q2 | $9.64M | Buy |
64,074
+2,181
| +4% | +$328K | 1.18% | 22 |
|
|
2024
Q1 | $9.65M | Buy |
61,893
+5,710
| +10% | +$890K | 1.24% | 21 |
|
|
2023
Q4 | $8.15M | Buy |
56,183
+1,052
| +2% | +$153K | 1.18% | 24 |
|
|
2023
Q3 | $7.22M | Sell |
55,131
-52,781
| -49% | -$6.91M | 1.19% | 20 |
|
|
2023
Q2 | $14.9M | Buy |
107,912
+55,816
| +107% | +$7.72M | 2.07% | 11 |
|
|
2023
Q1 | $6.98M | Buy |
52,096
+4,732
| +10% | +$634K | 1.26% | 18 |
|
|
2022
Q4 | $6.41M | Buy |
47,364
+8,432
| +22% | +$1.14M | 1.33% | 20 |
|
|
2022
Q3 | $4.74M | Buy |
38,932
+7,193
| +23% | +$876K | 1.07% | 22 |
|
|
2022
Q2 | $4.11M | Buy |
31,739
+1,070
| +3% | +$139K | 0.82% | 25 |
|
|
2022
Q1 | $4.59M | Buy |
30,669
+593
| +2% | +$88.8K | 0.87% | 25 |
|
|
2021
Q4 | $4.52M | Buy |
30,076
+468
| +2% | +$70.3K | 0.87% | 28 |
|
|
2021
Q3 | $4.13M | Buy |
29,608
+900
| +3% | +$126K | 0.91% | 29 |
|
|
2021
Q2 | $4.03M | Sell |
28,708
-823
| -3% | -$116K | 0.92% | 27 |
|
|
2021
Q1 | $3.98M | Buy |
29,531
+411
| +1% | +$55.4K | 1.03% | 27 |
|
|
2020
Q4 | $3.46M | Buy |
29,120
+22,007
| +309% | +$2.62M | 1% | 30 |
|
|
2020
Q3 | $722K | Buy |
7,113
+882
| +14% | +$89.5K | 0.24% | 76 |
|
|
2020
Q2 | $596K | Buy |
6,231
+348
| +6% | +$33.3K | 0.22% | 79 |
|
|
2020
Q1 | $478K | Buy |
5,883
+1,013
| +21% | +$82.3K | 0.22% | 82 |
|
|
2019
Q4 | $580K | Buy |
4,870
+1,391
| +40% | +$166K | 0.24% | 71 |
|
|
2019
Q3 | $393K | Sell |
3,479
-145
| -4% | -$16.4K | 0.19% | 86 |
|
|
2019
Q2 | $408K | Buy |
+3,624
| New | +$408K | 0.22% | 76 |
|