TBWA
Three Bridge Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Sell |
5,837
-124
| -2% | -$20.5K | 0.25% | 44 |
|
|
2025
Q1 | $957K | Buy |
5,961
+14
| +0.2% | +$2.25K | 0.33% | 41 |
|
|
2024
Q4 | $962K | Buy |
5,947
+218
| +4% | +$35.3K | 0.34% | 42 |
|
|
2024
Q3 | $961K | Buy |
5,729
+552
| +11% | +$92.6K | 0.35% | 43 |
|
|
2024
Q2 | $783K | Sell |
5,177
-40
| -0.8% | -$6.05K | 0.31% | 46 |
|
|
2024
Q1 | $813K | Buy |
5,217
+210
| +4% | +$32.7K | 0.32% | 46 |
|
|
2023
Q4 | $726K | Buy |
5,007
+167
| +3% | +$24.2K | 0.25% | 49 |
|
|
2023
Q3 | $634K | Buy |
4,840
+61
| +1% | +$7.99K | 0.26% | 55 |
|
|
2023
Q2 | $661K | Buy |
4,779
+145
| +3% | +$20.1K | 0.28% | 54 |
|
|
2023
Q1 | $621K | Sell |
4,634
-153
| -3% | -$20.5K | 0.29% | 53 |
|
|
2022
Q4 | $647K | Sell |
4,787
-210
| -4% | -$28.4K | 0.35% | 48 |
|
|
2022
Q3 | $609K | Buy |
4,997
+146
| +3% | +$17.8K | 0.31% | 52 |
|
|
2022
Q2 | $628K | Buy |
4,851
+65
| +1% | +$8.42K | 0.31% | 52 |
|
|
2022
Q1 | $716K | Buy |
+4,786
| New | +$716K | 0.2% | 51 |
|