WFPG
Waller Financial Planning Group’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 | $473K | Buy |
2,875
+120
| +4% | +$19.7K | 0.11% | 51 |
|
|
2025
Q1 | $442K | Sell |
2,755
-255
| -8% | -$40.9K | 0.12% | 51 |
|
|
2024
Q4 | $487K | Sell |
3,010
-50
| -2% | -$8.09K | 0.12% | 50 |
|
|
2024
Q3 | $513K | Sell |
3,060
-10
| -0.3% | -$1.68K | 0.13% | 47 |
|
|
2024
Q2 | $462K | Hold |
3,070
| – | – | 0.12% | 47 |
|
|
2024
Q1 | $479K | Sell |
3,070
-197
| -6% | -$30.7K | 0.13% | 45 |
|
|
2023
Q4 | $474K | Sell |
3,267
-150
| -4% | -$21.7K | 0.12% | 44 |
|
|
2023
Q3 | $447K | Hold |
3,417
| – | – | 0.13% | 44 |
|
|
2023
Q2 | $473K | Buy |
3,417
+58
| +2% | +$8.03K | 0.13% | 44 |
|
|
2023
Q1 | $450K | Sell |
3,359
-1,010
| -23% | -$135K | 0.13% | 43 |
|
|
2022
Q4 | $591K | Sell |
4,369
-1,625
| -27% | -$220K | 0.17% | 40 |
|
|
2022
Q3 | $730K | Buy |
5,994
+350
| +6% | +$42.6K | 0.22% | 37 |
|
|
2022
Q2 | $731K | Sell |
5,644
-107
| -2% | -$13.9K | 0.21% | 37 |
|
|
2022
Q1 | $861K | Buy |
5,751
+154
| +3% | +$23.1K | 0.23% | 34 |
|
|
2021
Q4 | $841K | Sell |
5,597
-280
| -5% | -$42.1K | 0.21% | 35 |
|
|
2021
Q3 | $820K | Buy |
5,877
+7
| +0.1% | +$977 | 0.22% | 35 |
|
|
2021
Q2 | $825K | Buy |
5,870
+75
| +1% | +$10.5K | 0.22% | 35 |
|
|
2021
Q1 | $782K | Sell |
5,795
-105
| -2% | -$14.2K | 0.22% | 33 |
|
|
2020
Q4 | $702K | Sell |
5,900
-79
| -1% | -$9.4K | 0.22% | 35 |
|
|
2020
Q3 | $606K | Hold |
5,979
| – | – | 0.22% | 35 |
|
|
2020
Q2 | $572K | Sell |
5,979
-3,377
| -36% | -$323K | 0.22% | 36 |
|
|
2020
Q1 | $761K | Buy |
9,356
+2,350
| +34% | +$191K | 0.4% | 29 |
|
|
2019
Q4 | $835K | Sell |
7,006
-25
| -0.4% | -$2.98K | 0.42% | 29 |
|
|
2019
Q3 | $801K | Sell |
7,031
-186
| -3% | -$21.2K | 0.42% | 29 |
|
|
2019
Q2 | $812K | Sell |
7,217
-290
| -4% | -$32.6K | 0.45% | 30 |
|
|
2019
Q1 | $837K | Buy |
7,507
+214
| +3% | +$23.9K | 0.48% | 31 |
|
|
2018
Q4 | $695K | Buy |
+7,293
| New | +$695K | 0.48% | 32 |
|