Towerpoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
1,909
| – | – | 0.14% | 71 |
|
|
2025
Q1 | $306K | Hold |
1,909
| – | – | 0.15% | 65 |
|
|
2024
Q4 | $309K | Hold |
1,909
| – | – | 0.15% | 61 |
|
|
2024
Q3 | $320K | Sell |
1,909
-13
| -0.7% | -$2.18K | 0.15% | 64 |
|
|
2024
Q2 | $289K | Sell |
1,922
-32
| -2% | -$4.81K | 0.14% | 63 |
|
|
2024
Q1 | $305K | Hold |
1,954
| – | – | 0.15% | 65 |
|
|
2023
Q4 | $283K | Hold |
1,954
| – | – | 0.15% | 64 |
|
|
2023
Q3 | $256K | Hold |
1,954
| – | – | 0.15% | 65 |
|
|
2023
Q2 | $270K | Buy |
+1,954
| New | +$270K | 0.15% | 69 |
|
|
2019
Q4 | – | Sell |
-1,127
| Closed | -$127K | – | 84 |
|
|
2019
Q3 | $127K | Buy |
+1,127
| New | +$127K | 0.09% | 52 |
|