Valley Wealth Managers’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 | $2.69M | Sell |
16,369
-391
| -2% | -$64.3K | 0.19% | 105 |
|
|
2025
Q1 | $2.69M | Sell |
16,760
-151
| -0.9% | -$24.2K | 0.2% | 105 |
|
|
2024
Q4 | $2.74M | Sell |
16,911
-1,211
| -7% | -$196K | 0.2% | 103 |
|
|
2024
Q3 | $3.04M | Sell |
18,122
-571
| -3% | -$95.7K | 0.23% | 100 |
|
|
2024
Q2 | $2.81M | Sell |
18,693
-125
| -0.7% | -$18.8K | 0.22% | 104 |
|
|
2024
Q1 | $2.93M | Sell |
18,818
-512
| -3% | -$79.8K | 0.22% | 105 |
|
|
2023
Q4 | $2.8M | Buy |
19,330
+2,668
| +16% | +$387K | 0.22% | 103 |
|
|
2023
Q3 | $2.18M | Sell |
16,662
-447
| -3% | -$58.5K | 0.18% | 107 |
|
|
2023
Q2 | $2.37M | Sell |
17,109
-507
| -3% | -$70.2K | 0.21% | 89 |
|
|
2023
Q1 | $2.36M | Sell |
17,616
-476
| -3% | -$63.8K | 0.21% | 91 |
|
|
2022
Q4 | $2.45M | Buy |
18,092
+1,044
| +6% | +$141K | 0.23% | 91 |
|
|
2022
Q3 | $2.08M | Sell |
17,048
-1,157
| -6% | -$141K | 0.21% | 93 |
|
|
2022
Q2 | $2.36M | Sell |
18,205
-1,960
| -10% | -$254K | 0.22% | 92 |
|
|
2022
Q1 | $3.02M | Buy |
20,165
+498
| +3% | +$74.5K | 0.25% | 91 |
|
|
2021
Q4 | $2.96M | Buy |
19,667
+407
| +2% | +$61.2K | 0.24% | 92 |
|
|
2021
Q3 | $2.69M | Buy |
19,260
+308
| +2% | +$43K | 0.23% | 92 |
|
|
2021
Q2 | $2.66M | Buy |
18,952
+2,404
| +15% | +$338K | 0.23% | 92 |
|
|
2021
Q1 | $2.23M | Buy |
16,548
+1,807
| +12% | +$244K | 0.2% | 92 |
|
|
2020
Q4 | $1.75M | Buy |
14,741
+4,669
| +46% | +$556K | 0.17% | 98 |
|
|
2020
Q3 | $1.02M | Buy |
10,072
+1,437
| +17% | +$146K | 0.11% | 104 |
|
|
2020
Q2 | $826K | Buy |
+8,635
| New | +$826K | 0.09% | 107 |
|