United Advisor Group’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 | $537K | Buy |
3,265
+1,140
| +54% | +$187K | 0.09% | 210 |
|
|
2025
Q1 | $341K | Sell |
2,125
-502
| -19% | -$80.6K | 0.07% | 259 |
|
|
2024
Q4 | $425K | Sell |
2,627
-1,247
| -32% | -$202K | 0.08% | 229 |
|
|
2024
Q3 | $650K | Buy |
+3,874
| New | +$650K | 0.15% | 147 |
|
|
2024
Q2 | – | Sell |
-1,904
| Closed | -$297K | – | 281 |
|
|
2024
Q1 | $297K | Buy |
1,904
+494
| +35% | +$77K | 0.11% | 162 |
|
|
2023
Q4 | $205K | Buy |
+1,410
| New | +$205K | 0.25% | 52 |
|