Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-485
| Closed | -$70K | – | 1170 |
|
|
2023
Q4 | $70K | Buy |
485
+41
| +9% | +$5.92K | 0.01% | 551 |
|
|
2023
Q3 | $58K | Buy |
444
+105
| +31% | +$13.7K | 0.01% | 570 |
|
|
2023
Q2 | $47K | Hold |
339
| – | – | 0.01% | 644 |
|
|
2023
Q1 | $45K | Buy |
339
+38
| +13% | +$5.04K | 0.01% | 640 |
|
|
2022
Q4 | $41K | Hold |
301
| – | – | 0.01% | 581 |
|
|
2022
Q3 | $37K | Hold |
301
| – | – | 0.01% | 596 |
|
|
2022
Q2 | $39K | Hold |
301
| – | – | 0.01% | 510 |
|
|
2022
Q1 | $45K | Hold |
301
| – | – | 0.01% | 540 |
|
|
2021
Q4 | $45K | Hold |
301
| – | – | 0.01% | 553 |
|
|
2021
Q3 | $42K | Hold |
301
| – | – | 0.01% | 549 |
|
|
2021
Q2 | $42K | Hold |
301
| – | – | 0.01% | 574 |
|
|
2021
Q1 | $41K | Hold |
301
| – | – | 0.01% | 476 |
|
|
2020
Q4 | $36K | Buy |
+301
| New | +$36K | 0.01% | 476 |
|