Wealthcare Advisory Partners’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 | $4.22M | Buy |
25,673
+6,147
| +31% | +$1.01M | 0.1% | 173 |
|
2025
Q1 | $3.13M | Sell |
19,526
-196
| -1% | -$31.5K | 0.08% | 207 |
|
2024
Q4 | $3.19M | Sell |
19,722
-1,287
| -6% | -$208K | 0.09% | 190 |
|
2024
Q3 | $3.52M | Buy |
21,009
+670
| +3% | +$112K | 0.1% | 182 |
|
2024
Q2 | $3.06M | Sell |
20,339
-95
| -0.5% | -$14.3K | 0.1% | 170 |
|
2024
Q1 | $3.19M | Buy |
20,434
+2,004
| +11% | +$312K | 0.1% | 166 |
|
2023
Q4 | $2.67M | Sell |
18,430
-28,671
| -61% | -$4.16M | 0.11% | 161 |
|
2023
Q3 | $6.17M | Buy |
47,101
+296
| +0.6% | +$38.8K | 0.28% | 70 |
|
2023
Q2 | $6.48M | Sell |
46,805
-76,343
| -62% | -$10.6M | 0.29% | 69 |
|
2023
Q1 | $16.5M | Buy |
123,148
+111,794
| +985% | +$15M | 0.71% | 32 |
|
2022
Q4 | $1.54M | Sell |
11,354
-3,262
| -22% | -$441K | 0.07% | 206 |
|
2022
Q3 | $1.78M | Buy |
14,616
+7,624
| +109% | +$928K | 0.1% | 152 |
|
2022
Q2 | $906K | Buy |
6,992
+672
| +11% | +$87.1K | 0.05% | 220 |
|
2022
Q1 | $946K | Sell |
6,320
-140
| -2% | -$21K | 0.06% | 202 |
|
2021
Q4 | $971K | Sell |
6,460
-659
| -9% | -$99.1K | 0.06% | 199 |
|
2021
Q3 | $994K | Sell |
7,119
-354
| -5% | -$49.4K | 0.07% | 191 |
|
2021
Q2 | $1.05M | Buy |
7,473
+1,214
| +19% | +$171K | 0.07% | 192 |
|
2021
Q1 | $844K | Sell |
6,259
-122
| -2% | -$16.5K | 0.06% | 207 |
|
2020
Q4 | $759K | Buy |
+6,381
| New | +$759K | 0.07% | 182 |
|
2020
Q2 | – | Sell |
-1,052
| Closed | -$86K | – | 1322 |
|
2020
Q1 | $86K | Buy |
1,052
+339
| +48% | +$27.7K | 0.01% | 404 |
|
2019
Q4 | $85K | Buy |
713
+430
| +152% | +$51.3K | 0.01% | 434 |
|
2019
Q3 | $32K | Hold |
283
| – | – | ﹤0.01% | 635 |
|
2019
Q2 | $32K | Buy |
283
+14
| +5% | +$1.58K | 0.01% | 610 |
|
2019
Q1 | $29K | Hold |
269
| – | – | ﹤0.01% | 576 |
|
2018
Q4 | $26K | Hold |
269
| – | – | 0.01% | 578 |
|
2018
Q3 | $30K | Hold |
269
| – | – | 0.01% | 578 |
|
2018
Q2 | $30K | Sell |
269
-140
| -34% | -$15.6K | 0.01% | 570 |
|
2018
Q1 | $45K | Buy |
409
+269
| +192% | +$29.6K | 0.01% | 423 |
|
2017
Q4 | $16K | Sell |
140
-56
| -29% | -$6.4K | ﹤0.01% | 580 |
|
2017
Q3 | $21K | Buy |
+196
| New | +$21K | 0.01% | 425 |
|