Von Berge Wealth Management Group’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 | $316K | Sell |
1,865
-22
| -1% | -$3.72K | 0.18% | 45 |
|
|
2025
Q1 | $293K | Buy |
1,887
+5
| +0.3% | +$776 | 0.19% | 44 |
|
|
2024
Q4 | $314K | Buy |
1,882
+5
| +0.3% | +$835 | 0.19% | 45 |
|
|
2024
Q3 | $321K | Sell |
1,877
-49
| -3% | -$8.39K | 0.2% | 46 |
|
|
2024
Q2 | $287K | Sell |
1,926
-62
| -3% | -$9.24K | 0.18% | 47 |
|
|
2024
Q1 | $310K | Hold |
1,988
| – | – | 0.2% | 46 |
|
|
2023
Q4 | $285K | Sell |
1,988
-327
| -14% | -$46.9K | 0.22% | 50 |
|
|
2023
Q3 | $303K | Hold |
2,315
| – | – | 0.26% | 42 |
|
|
2023
Q2 | $320K | Sell |
2,315
-13
| -0.6% | -$1.8K | 0.27% | 41 |
|
|
2023
Q1 | $312K | Buy |
2,328
+13
| +0.6% | +$1.74K | 0.28% | 41 |
|
|
2022
Q4 | $333K | Hold |
2,315
| – | – | 0.3% | 40 |
|
|
2022
Q3 | $286K | Buy |
2,315
+97
| +4% | +$12K | 0.3% | 43 |
|
|
2022
Q2 | $288K | Hold |
2,218
| – | – | 0.3% | 43 |
|
|
2022
Q1 | $331K | Hold |
2,218
| – | – | 0.3% | 41 |
|
|
2021
Q4 | $324K | Buy |
+2,218
| New | +$324K | 0.3% | 39 |
|