United Capital Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
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|
2025
Q1 | $647K | Sell |
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|
2024
Q4 | $653K | Sell |
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|
2024
Q3 | $678K | Hold |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $828K | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $3.99M | Sell |
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|
2023
Q2 | $4.75M | Sell |
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|
2023
Q1 | $4.61M | Sell |
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|
2022
Q4 | $5.12M | Buy |
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|
2022
Q3 | $4.46M | Sell |
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|
2022
Q2 | $4.99M | Buy |
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|
2022
Q1 | $3.32M | Sell |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $3.15M | Buy |
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|
2021
Q2 | $3.11M | Buy |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $2.27M | Buy |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.29M | Sell |
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|
2019
Q4 | $2.28M | Sell |
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|
2019
Q3 | $2.32M | Buy |
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|
2019
Q2 | $2.1M | Buy |
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|
2019
Q1 | $1.9M | Buy |
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|
2018
Q4 | $1.54M | Sell |
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|
2018
Q3 | $1.83M | Buy |
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|
2018
Q2 | $1.72M | Sell |
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|
2018
Q1 | $1.77M | Sell |
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|
2017
Q4 | $1.83M | Buy |
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|
2017
Q3 | $1.43M | Buy |
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|
2017
Q2 | $1.3M | Buy |
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|
2017
Q1 | $1.18M | Buy |
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|
2016
Q4 | $1.07M | Buy |
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|
2016
Q3 | $946K | Sell |
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|
2016
Q2 | $938K | Sell |
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|
2016
Q1 | $2.07M | Sell |
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|
2015
Q4 | $3.56M | Buy |
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|
2015
Q3 | $3.43M | Buy |
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|
2015
Q2 | $571K | Buy |
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|
2015
Q1 | $533K | Buy |
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