Wealthcare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,127
| Closed | -$1.33M | – | 87 |
|
|
2023
Q3 | $1.33M | Sell |
10,127
-129
| -1% | -$16.9K | 0.16% | 29 |
|
|
2023
Q2 | $1.42M | Buy |
10,256
+1,629
| +19% | +$225K | 0.17% | 25 |
|
|
2023
Q1 | $1.16M | Buy |
+8,627
| New | +$1.16M | 0.14% | 29 |
|
|
2021
Q2 | – | Sell |
-1,231
| Closed | -$166K | – | 649 |
|
|
2021
Q1 | $166K | Buy |
+1,231
| New | +$166K | 0.02% | 79 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$43K | – | 232 |
|
|
2015
Q4 | $43K | Hold |
500
| – | – | 0.01% | 90 |
|
|
2015
Q3 | $42K | Hold |
500
| – | – | 0.01% | 97 |
|
|
2015
Q2 | $45K | Hold |
500
| – | – | 0.01% | 111 |
|
|
2015
Q1 | $46K | Hold |
500
| – | – | 0.01% | 267 |
|
|
2014
Q4 | $45K | Hold |
500
| – | – | 0.01% | 89 |
|
|
2014
Q3 | $42K | Buy |
+500
| New | +$42K | 0.01% | 90 |
|