Wealth Enhancement Advisory Services’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 | $40.7M | Sell |
242,873
-2,568
| -1% | -$430K | 0.07% | 263 |
|
|
2025
Q1 | $39.4M | Buy |
245,441
+6,347
| +3% | +$1.02M | 0.08% | 246 |
|
|
2024
Q4 | $38.7M | Buy |
239,094
+21,362
| +10% | +$3.46M | 0.07% | 249 |
|
|
2024
Q3 | $36.5M | Sell |
217,732
-18,257
| -8% | -$3.06M | 0.08% | 240 |
|
|
2024
Q2 | $35.5M | Buy |
235,989
+19,741
| +9% | +$2.97M | 0.08% | 225 |
|
|
2024
Q1 | $33.7M | Buy |
216,248
+17,503
| +9% | +$2.73M | 0.09% | 221 |
|
|
2023
Q4 | $28.8M | Sell |
198,745
-10,207
| -5% | -$1.48M | 0.08% | 223 |
|
|
2023
Q3 | $27.4M | Buy |
+208,952
| New | +$27.4M | 0.09% | 220 |
|
|
2022
Q3 | – | Sell |
-58,908
| Closed | -$7.73M | – | 384 |
|
|
2022
Q2 | $7.73M | Buy |
58,908
+27,912
| +90% | +$3.66M | 0.11% | 96 |
|
|
2022
Q1 | $4.65M | Buy |
+30,996
| New | +$4.65M | 0.06% | 136 |
|