WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,320
| Closed | -$206K | – | 324 |
|
|
2024
Q1 | $206K | Buy |
+1,320
| New | +$206K | 0.02% | 290 |
|
|
2023
Q3 | – | Sell |
-1,372
| Closed | -$190K | – | 1153 |
|
|
2023
Q2 | $190K | Sell |
1,372
-89
| -6% | -$12.3K | 0.03% | 297 |
|
|
2023
Q1 | $196K | Hold |
1,461
| – | – | 0.02% | 305 |
|
|
2022
Q4 | $211K | Buy |
+1,461
| New | +$211K | 0.01% | 367 |
|
|
2022
Q1 | $253K | Buy |
1,781
+241
| +16% | +$34.2K | 0.02% | 343 |
|
|
2021
Q4 | $225K | Sell |
1,540
-93
| -6% | -$13.6K | 0.01% | 352 |
|
|
2021
Q3 | $242K | Buy |
+1,633
| New | +$242K | 0.02% | 340 |
|
|
2016
Q3 | $2.59K | Sell |
28
-65
| -70% | -$6.01K | ﹤0.01% | 826 |
|
|
2016
Q2 | $2.5K | Buy |
+93
| New | +$2.5K | ﹤0.01% | 2199 |
|