Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,917
| Closed | -$1.87M | – | 211 |
|
|
2023
Q4 | $1.87M | Buy |
+12,917
| New | +$1.87M | 0.82% | 32 |
|
|
2023
Q3 | – | Sell |
-15,055
| Closed | -$2.08M | – | 193 |
|
|
2023
Q2 | $2.08M | Buy |
+15,055
| New | +$2.08M | 0.94% | 25 |
|
|
2022
Q2 | – | Sell |
-1,529
| Closed | -$229K | – | 144 |
|
|
2022
Q1 | $229K | Sell |
1,529
-15,532
| -91% | -$2.33M | 0.16% | 125 |
|
|
2021
Q4 | $2.57M | Buy |
17,061
+658
| +4% | +$98.9K | 1.38% | 15 |
|
|
2021
Q3 | $2.29M | Buy |
16,403
+2,621
| +19% | +$366K | 1.3% | 17 |
|
|
2021
Q2 | $1.94M | Sell |
13,782
-695
| -5% | -$97.6K | 1.28% | 19 |
|
|
2021
Q1 | $1.95M | Buy |
+14,477
| New | +$1.95M | 2.07% | 11 |
|