Tilia Fiduciary Partners’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
Q3 | – | Sell |
-144
| Closed | -$19.9K | – | 488 |
|
|
2023
Q2 | $19.9K | Hold |
144
| – | – | 0.02% | 297 |
|
|
2023
Q1 | $19.3K | Hold |
144
| – | – | 0.02% | 299 |
|
|
2022
Q4 | $19.5K | Sell |
144
-45
| -24% | -$6.09K | 0.02% | 289 |
|
|
2022
Q3 | $23K | Hold |
189
| – | – | 0.02% | 274 |
|
|
2022
Q2 | $25K | Hold |
189
| – | – | 0.02% | 273 |
|
|
2022
Q1 | $28K | Hold |
189
| – | – | 0.02% | 274 |
|
|
2021
Q4 | $28K | Buy |
+189
| New | +$28K | 0.02% | 283 |
|