Ten Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $180K | Buy |
1,301
+88
| +7% | +$12.2K | 0.05% | 138 |
|
|
2023
Q1 | $163K | Hold |
1,213
| – | – | 0.05% | 121 |
|
|
2022
Q4 | $164K | Sell |
1,213
-643
| -35% | -$87K | 0.07% | 96 |
|
|
2022
Q3 | $226K | Buy |
+1,856
| New | +$226K | 0.1% | 71 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$3K | – | 522 |
|
|
2021
Q3 | $3K | Sell |
18
-17,089
| -100% | -$2.85M | ﹤0.01% | 352 |
|
|
2021
Q2 | $2.4M | Sell |
17,107
-1,212
| -7% | -$170K | 0.54% | 49 |
|
|
2021
Q1 | $2.47M | Buy |
18,319
+196
| +1% | +$26.4K | 0.6% | 51 |
|
|
2020
Q4 | $2.16M | Buy |
18,123
+334
| +2% | +$39.7K | 0.6% | 51 |
|
|
2020
Q3 | $1.8M | Buy |
+17,789
| New | +$1.8M | 0.61% | 50 |
|