Tiemann Investment 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 | – | Sell |
-1,660
| Closed | -$223K | – | 197 |
|
|
2023
Q1 | $223K | Sell |
1,660
-35
| -2% | -$4.69K | 0.12% | 177 |
|
|
2022
Q4 | $229K | Hold |
1,695
| – | – | 0.13% | 169 |
|
|
2022
Q3 | $206K | Hold |
1,695
| – | – | 0.13% | 167 |
|
|
2022
Q2 | $220K | Sell |
1,695
-131
| -7% | -$17K | 0.12% | 170 |
|
|
2022
Q1 | $273K | Sell |
1,826
-740
| -29% | -$111K | 0.13% | 164 |
|
|
2021
Q4 | $386K | Buy |
+2,566
| New | +$386K | 0.16% | 141 |
|
|
2021
Q3 | – | Sell |
-1,405
| Closed | -$197K | – | 214 |
|
|
2021
Q2 | $197K | Sell |
1,405
-1,220
| -46% | -$171K | 0.09% | 210 |
|
|
2021
Q1 | $354K | Sell |
2,625
-1,801
| -41% | -$243K | 0.18% | 136 |
|
|
2020
Q4 | $527K | Sell |
4,426
-866
| -16% | -$103K | 0.28% | 89 |
|
|
2020
Q3 | $536K | Sell |
5,292
-2,144
| -29% | -$217K | 0.33% | 73 |
|
|
2020
Q2 | $712K | Sell |
7,436
-500
| -6% | -$47.9K | 0.49% | 59 |
|
|
2020
Q1 | $645K | Sell |
7,936
-2,057
| -21% | -$167K | 0.56% | 50 |
|
|
2019
Q4 | $1.19M | Buy |
9,993
+4
| +0% | +$477 | 0.81% | 33 |
|
|
2019
Q3 | $1.13M | Buy |
9,989
+75
| +0.8% | +$8.48K | 0.82% | 35 |
|
|
2019
Q2 | $1.1M | Buy |
+9,914
| New | +$1.1M | 0.8% | 37 |
|