Visionary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.11M | Buy |
55,402
+1,598
| +3% | +$263K | 0.47% | 55 |
|
|
2025
Q1 | $8.64M | Sell |
53,804
-1,639
| -3% | -$263K | 0.52% | 55 |
|
|
2024
Q4 | $8.97M | Sell |
55,443
-7,217
| -12% | -$1.17M | 0.53% | 51 |
|
|
2024
Q3 | $10.5M | Sell |
62,660
-1,876
| -3% | -$315K | 0.64% | 40 |
|
|
2024
Q2 | $9.71M | Buy |
64,536
+22
| +0% | +$3.31K | 0.63% | 37 |
|
|
2024
Q1 | $10.1M | Sell |
64,514
-998
| -2% | -$156K | 0.68% | 34 |
|
|
2023
Q4 | $9.5M | Sell |
65,512
-4,758
| -7% | -$690K | 0.7% | 29 |
|
|
2023
Q3 | $9.2M | Sell |
70,270
-11,224
| -14% | -$1.47M | 0.75% | 28 |
|
|
2023
Q2 | $11.3M | Buy |
81,494
+5,033
| +7% | +$696K | 0.9% | 22 |
|
|
2023
Q1 | $10.3M | Sell |
76,461
-11,588
| -13% | -$1.55M | 0.87% | 27 |
|
|
2022
Q4 | $11.9M | Buy |
88,049
+80,291
| +1,035% | +$10.9M | 1.1% | 19 |
|
|
2022
Q3 | $945K | Sell |
7,758
-7
| -0.1% | -$853 | 0.1% | 173 |
|
|
2022
Q2 | $1.01M | Sell |
7,765
-238
| -3% | -$30.8K | 0.09% | 172 |
|
|
2022
Q1 | $1.2M | Sell |
8,003
-27,878
| -78% | -$4.17M | 0.1% | 167 |
|
|
2021
Q4 | $5.39M | Buy |
+35,881
| New | +$5.39M | 0.44% | 57 |
|