TrueWealth LLC’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $88K | Hold |
924
| – | – | 0.04% | 210 |
|
2020
Q1 | $75K | Hold |
924
| – | – | 0.04% | 211 |
|
2019
Q4 | $110K | Hold |
924
| – | – | 0.04% | 188 |
|
2019
Q3 | $104K | Buy |
924
+5
| +0.5% | +$563 | 0.04% | 195 |
|
2019
Q2 | $102K | Hold |
919
| – | – | 0.05% | 192 |
|
2019
Q1 | $99K | Hold |
919
| – | – | 0.05% | 196 |
|
2018
Q4 | $88K | Hold |
919
| – | – | 0.04% | 197 |
|
2018
Q3 | $104K | Hold |
919
| – | – | 0.05% | 192 |
|
2018
Q2 | $102K | Hold |
919
| – | – | 0.05% | 189 |
|
2018
Q1 | $101K | Hold |
919
| – | – | 0.05% | 189 |
|
2017
Q4 | $103K | Buy |
+919
| New | +$103K | 0.05% | 207 |
|