Walled Lake Planning & Wealth Management’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 | $412K | Sell |
2,503
-24
| -0.9% | -$3.95K | 0.13% | 86 |
|
|
2025
Q1 | $406K | Sell |
2,527
-21
| -0.8% | -$3.37K | 0.14% | 81 |
|
|
2024
Q4 | $412K | Sell |
2,548
-40
| -2% | -$6.47K | 0.15% | 80 |
|
|
2024
Q3 | $434K | Sell |
2,588
-2
| -0.1% | -$335 | 0.16% | 75 |
|
|
2024
Q2 | $390K | Sell |
2,590
-21
| -0.8% | -$3.16K | 0.16% | 75 |
|
|
2024
Q1 | $407K | Buy |
2,611
+6
| +0.2% | +$935 | 0.17% | 68 |
|
|
2023
Q4 | $378K | Buy |
2,605
+4
| +0.2% | +$580 | 0.18% | 64 |
|
|
2023
Q3 | $341K | Buy |
2,601
+7
| +0.3% | +$917 | 0.17% | 61 |
|
|
2023
Q2 | $359K | Sell |
2,594
-6
| -0.2% | -$830 | 0.17% | 57 |
|
|
2023
Q1 | $349K | Sell |
2,600
-156
| -6% | -$20.9K | 0.18% | 55 |
|
|
2022
Q4 | $373K | Sell |
2,756
-25
| -0.9% | -$3.38K | 0.25% | 37 |
|
|
2022
Q3 | $339K | Sell |
2,781
-18
| -0.6% | -$2.19K | 0.24% | 48 |
|
|
2022
Q2 | $363K | Sell |
2,799
-54
| -2% | -$7K | 0.25% | 47 |
|
|
2022
Q1 | $427K | Buy |
2,853
+2
| +0.1% | +$299 | 0.25% | 49 |
|
|
2021
Q4 | $429K | Buy |
2,851
+9
| +0.3% | +$1.35K | 0.25% | 52 |
|
|
2021
Q3 | $397K | Sell |
2,842
-22
| -0.8% | -$3.07K | 0.24% | 51 |
|
|
2021
Q2 | $402K | Sell |
2,864
-22
| -0.8% | -$3.09K | 0.26% | 49 |
|
|
2021
Q1 | $389K | Sell |
2,886
-31
| -1% | -$4.18K | 0.27% | 47 |
|
|
2020
Q4 | $347K | Sell |
2,917
-49
| -2% | -$5.83K | 0.26% | 49 |
|
|
2020
Q3 | $301K | Sell |
2,966
-100
| -3% | -$10.1K | 0.24% | 48 |
|
|
2020
Q2 | $293K | Sell |
3,066
-114
| -4% | -$10.9K | 0.25% | 45 |
|
|
2020
Q1 | $259K | Sell |
3,180
-621
| -16% | -$50.6K | 0.24% | 46 |
|
|
2019
Q4 | $453K | Buy |
+3,801
| New | +$453K | 0.33% | 38 |
|