Taylor & Morgan 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 | $5.4M | Sell |
32,862
-120
| -0.4% | -$19.7K | 3.65% | 7 |
|
|
2025
Q1 | $5.29M | Sell |
32,982
-698
| -2% | -$112K | 3.99% | 6 |
|
|
2024
Q4 | $5.45M | Sell |
33,680
-3,308
| -9% | -$535K | 3.83% | 6 |
|
|
2024
Q3 | $6.2M | Sell |
36,988
-369
| -1% | -$61.9K | 4.16% | 7 |
|
|
2024
Q2 | $5.62M | Sell |
37,357
-1,511
| -4% | -$227K | 3.97% | 8 |
|
|
2024
Q1 | $6.06M | Sell |
38,868
-2,383
| -6% | -$372K | 4.45% | 6 |
|
|
2023
Q4 | $5.98M | Sell |
41,251
-1,812
| -4% | -$263K | 4.76% | 7 |
|
|
2023
Q3 | $5.64M | Sell |
43,063
-778
| -2% | -$102K | 5.08% | 6 |
|
|
2023
Q2 | $6.07M | Sell |
43,841
-6,905
| -14% | -$956K | 4.98% | 7 |
|
|
2023
Q1 | $6.8M | Buy |
50,746
+264
| +0.5% | +$35.4K | 5.92% | 5 |
|
|
2022
Q4 | $6.83M | Sell |
50,482
-119
| -0.2% | -$16.1K | 6.43% | 5 |
|
|
2022
Q3 | $6.16M | Sell |
50,601
-267
| -0.5% | -$32.5K | 6.13% | 5 |
|
|
2022
Q2 | $6.59M | Buy |
50,868
+3,108
| +7% | +$403K | 6.25% | 5 |
|
|
2022
Q1 | $7.15M | Buy |
47,760
+3,506
| +8% | +$525K | 5.85% | 5 |
|
|
2021
Q4 | $6.65M | Buy |
+44,254
| New | +$6.65M | 5.38% | 5 |
|