Vickerman Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,691
| Closed | -$361K | – | 71 |
|
|
2023
Q1 | $361K | Sell |
2,691
-4,492
| -63% | -$602K | 0.14% | 59 |
|
|
2022
Q4 | $971K | Sell |
7,183
-2,200
| -23% | -$298K | 0.44% | 51 |
|
|
2022
Q3 | $1.14M | Buy |
9,383
+46
| +0.5% | +$5.6K | 0.55% | 47 |
|
|
2022
Q2 | $1.21M | Sell |
9,337
-328
| -3% | -$42.5K | 0.57% | 51 |
|
|
2022
Q1 | $1.39M | Sell |
9,665
-863
| -8% | -$124K | 0.61% | 45 |
|
|
2021
Q4 | $1.58M | Sell |
10,528
-6,865
| -39% | -$1.03M | 0.64% | 46 |
|
|
2021
Q3 | $2.43M | Buy |
+17,393
| New | +$2.43M | 0.97% | 34 |
|