WealthPlan Investment 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
Q1
Sell
-1,461
Closed -$212K 576
2022
Q4
$212K Sell
1,461
-110
-7% -$16K 0.01% 367
2022
Q3
$218K Buy
+1,571
New +$218K 0.02% 344
2022
Q1
$253K Buy
+1,781
New +$253K 0.02% 343