TPG Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
2,672
-902
| -25% | -$148K | 0.18% | 48 |
|
|
2025
Q1 | $574K | Sell |
3,574
-210
| -6% | -$33.7K | 0.25% | 40 |
|
|
2024
Q4 | $612K | Sell |
3,784
-87
| -2% | -$14.1K | 0.27% | 41 |
|
|
2024
Q3 | $649K | Sell |
3,871
-87
| -2% | -$14.6K | 0.29% | 38 |
|
|
2024
Q2 | $595K | Buy |
+3,958
| New | +$595K | 0.28% | 39 |
|
|
2023
Q4 | $497K | Buy |
3,421
+802
| +31% | +$116K | 0.25% | 44 |
|
|
2023
Q3 | $343K | Sell |
2,619
-692
| -21% | -$90.6K | 0.18% | 45 |
|
|
2023
Q2 | $458K | Buy |
3,311
+213
| +7% | +$29.5K | 0.24% | 38 |
|
|
2023
Q1 | $415K | Sell |
3,098
-40
| -1% | -$5.36K | 0.23% | 35 |
|
|
2022
Q4 | $424K | Sell |
3,138
-293
| -9% | -$39.6K | 0.26% | 33 |
|
|
2022
Q3 | $418K | Sell |
3,431
-41
| -1% | -$5K | 0.26% | 32 |
|
|
2022
Q2 | $450K | Sell |
3,472
-37
| -1% | -$4.8K | 0.3% | 27 |
|
|
2022
Q1 | $525K | Sell |
3,509
-10
| -0.3% | -$1.5K | 0.32% | 27 |
|
|
2021
Q4 | $529K | Sell |
3,519
-177
| -5% | -$26.6K | 0.32% | 25 |
|
|
2021
Q3 | $516K | Sell |
3,696
-451
| -11% | -$63K | 0.34% | 26 |
|
|
2021
Q2 | $583K | Sell |
4,147
-1,452
| -26% | -$204K | 0.41% | 25 |
|
|
2021
Q1 | $755K | Sell |
5,599
-446
| -7% | -$60.1K | 0.53% | 22 |
|
|
2020
Q4 | $719K | Sell |
6,045
-85
| -1% | -$10.1K | 0.53% | 23 |
|
|
2020
Q3 | $621K | Sell |
6,130
-558
| -8% | -$56.5K | 0.53% | 22 |
|
|
2020
Q2 | $640K | Buy |
6,688
+120
| +2% | +$11.5K | 0.57% | 21 |
|
|
2020
Q1 | $534K | Buy |
6,568
+159
| +2% | +$12.9K | 0.53% | 26 |
|
|
2019
Q4 | $764K | Sell |
6,409
-65
| -1% | -$7.75K | 0.63% | 25 |
|
|
2019
Q3 | $732K | Sell |
6,474
-66
| -1% | -$7.46K | 0.66% | 23 |
|
|
2019
Q2 | $739K | Sell |
6,540
-753
| -10% | -$85.1K | 0.68% | 19 |
|
|
2019
Q1 | $797K | Sell |
7,293
-69
| -0.9% | -$7.54K | 0.77% | 21 |
|
|
2018
Q4 | $701K | Buy |
+7,362
| New | +$701K | 0.76% | 25 |
|