Wealth Effects’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 | $260K | Buy |
1,578
+10
| +0.6% | +$1.65K | 0.1% | 169 |
|
|
2025
Q1 | $252K | Buy |
1,568
+12
| +0.8% | +$1.93K | 0.11% | 163 |
|
|
2024
Q4 | $252K | Buy |
1,556
+18
| +1% | +$2.91K | 0.09% | 179 |
|
|
2024
Q3 | $258K | Buy |
1,538
+21
| +1% | +$3.52K | 0.09% | 172 |
|
|
2024
Q2 | $228K | Buy |
1,517
+10
| +0.7% | +$1.5K | 0.08% | 173 |
|
|
2024
Q1 | $235K | Buy |
1,507
+17
| +1% | +$2.65K | 0.09% | 177 |
|
|
2023
Q4 | $216K | Buy |
+1,490
| New | +$216K | 0.08% | 196 |
|
|
2023
Q3 | – | Sell |
-1,450
| Closed | -$201K | – | 206 |
|
|
2023
Q2 | $201K | Buy |
+1,450
| New | +$201K | 0.09% | 175 |
|