Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-797
| Closed | -$107K | – | 604 |
|
|
2023
Q1 | $107K | Buy |
797
+12
| +2% | +$1.61K | 0.05% | 85 |
|
|
2022
Q4 | $106K | Hold |
785
| – | – | 0.05% | 89 |
|
|
2022
Q3 | $96K | Sell |
785
-145
| -16% | -$17.7K | 0.05% | 93 |
|
|
2022
Q2 | $120K | Buy |
930
+100
| +12% | +$12.9K | 0.04% | 90 |
|
|
2022
Q1 | $124K | Buy |
830
+45
| +6% | +$6.72K | 0.13% | 84 |
|
|
2021
Q4 | $118K | Hold |
785
| – | – | 0.09% | 90 |
|
|
2021
Q3 | $110K | Hold |
785
| – | – | 0.09% | 93 |
|
|
2021
Q2 | $110K | Hold |
785
| – | – | 0.1% | 89 |
|
|
2021
Q1 | $106K | Hold |
785
| – | – | 0.11% | 87 |
|
|
2020
Q4 | $93K | Buy |
+785
| New | +$93K | 0.09% | 88 |
|