VA
Valmark Advisers’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
1,823
+144
| +9% | +$23.7K | ﹤0.01% | 549 |
|
|
2025
Q1 | $270K | Sell |
1,679
-642
| -28% | -$103K | ﹤0.01% | 538 |
|
|
2024
Q4 | $376K | Buy |
2,321
+327
| +16% | +$52.9K | 0.01% | 468 |
|
|
2024
Q3 | $334K | Buy |
1,994
+13
| +0.7% | +$2.18K | 0.01% | 479 |
|
|
2024
Q2 | $298K | Buy |
1,981
+165
| +9% | +$24.8K | 0.01% | 475 |
|
|
2024
Q1 | $283K | Sell |
1,816
-110
| -6% | -$17.1K | ﹤0.01% | 462 |
|
|
2023
Q4 | $279K | Buy |
1,926
+250
| +15% | +$36.3K | 0.01% | 434 |
|
|
2023
Q3 | $220K | Sell |
1,676
-252
| -13% | -$33K | ﹤0.01% | 445 |
|
|
2023
Q2 | $267K | Sell |
1,928
-2,270
| -54% | -$314K | 0.01% | 420 |
|
|
2023
Q1 | $563K | Sell |
4,198
-510
| -11% | -$68.4K | 0.01% | 303 |
|
|
2022
Q4 | $637K | Sell |
4,708
-1,506
| -24% | -$204K | 0.01% | 272 |
|
|
2022
Q3 | $757K | Sell |
6,214
-11,551
| -65% | -$1.41M | 0.02% | 221 |
|
|
2022
Q2 | $2.3M | Buy |
+17,765
| New | +$2.3M | 0.04% | 113 |
|
|
2021
Q2 | – | Sell |
-17,801
| Closed | -$2.4M | – | 395 |
|
|
2021
Q1 | $2.4M | Buy |
17,801
+4,254
| +31% | +$574K | 0.05% | 96 |
|
|
2020
Q4 | $1.61M | Buy |
+13,547
| New | +$1.61M | 0.03% | 119 |
|
|
2018
Q2 | – | Sell |
-3,505
| Closed | -$383K | – | 196 |
|
|
2018
Q1 | $383K | Sell |
3,505
-2,411
| -41% | -$263K | 0.01% | 127 |
|
|
2017
Q4 | $660K | Buy |
+5,916
| New | +$660K | 0.01% | 106 |
|