Tyler-Stone 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
Q3 | – | Sell |
-432
| Closed | -$65K | – | 873 |
|
2024
Q2 | $65K | Hold |
432
| – | – | 0.03% | 334 |
|
2024
Q1 | $67.4K | Buy |
432
+48
| +13% | +$7.48K | 0.03% | 325 |
|
2023
Q4 | $55.7K | Hold |
384
| – | – | 0.03% | 340 |
|
2023
Q3 | $50K | Hold |
384
| – | – | 0.03% | 345 |
|
2023
Q2 | $53K | Buy |
+384
| New | +$53K | 0.03% | 335 |
|
2022
Q4 | $52K | Hold |
384
| – | – | 0.04% | 313 |
|
2022
Q3 | $47K | Hold |
384
| – | – | 0.04% | 304 |
|
2022
Q2 | $50K | Hold |
384
| – | – | 0.03% | 316 |
|
2022
Q1 | $57K | Hold |
384
| – | – | 0.03% | 323 |
|
2021
Q4 | $58K | Buy |
+384
| New | +$58K | 0.03% | 331 |
|