WP
WealthShield Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
18,466
-1,156
| -6% | -$190K | 0.37% | 73 |
|
|
2025
Q1 | $3.15M | Buy |
19,622
+1,196
| +6% | +$192K | 0.4% | 68 |
|
|
2024
Q4 | $2.98M | Buy |
18,426
+267
| +1% | +$43.2K | 0.42% | 67 |
|
|
2024
Q3 | $3.04M | Buy |
18,159
+535
| +3% | +$89.7K | 0.41% | 72 |
|
|
2024
Q2 | $2.66M | Buy |
17,624
+2,552
| +17% | +$386K | 0.41% | 71 |
|
|
2024
Q1 | $2.35M | Sell |
15,072
-4,800
| -24% | -$748K | 0.38% | 79 |
|
|
2023
Q4 | $2.88M | Sell |
19,872
-4,183
| -17% | -$607K | 0.47% | 55 |
|
|
2023
Q3 | $3.15M | Buy |
24,055
+2,002
| +9% | +$262K | 0.47% | 55 |
|
|
2023
Q2 | $3.05M | Sell |
22,053
-312
| -1% | -$43.2K | 0.46% | 54 |
|
|
2023
Q1 | $3M | Sell |
22,365
-428
| -2% | -$57.4K | 0.48% | 52 |
|
|
2022
Q4 | $3.08M | Buy |
22,793
+472
| +2% | +$63.8K | 0.59% | 41 |
|
|
2022
Q3 | $2.72M | Sell |
22,321
-67
| -0.3% | -$8.16K | 0.54% | 50 |
|
|
2022
Q2 | $2.9M | Sell |
22,388
-71
| -0.3% | -$9.2K | 0.57% | 44 |
|
|
2022
Q1 | $3.36M | Sell |
22,459
-9,971
| -31% | -$1.49M | 0.54% | 44 |
|
|
2021
Q4 | $4.88M | Buy |
32,430
+21,272
| +191% | +$3.2M | 0.81% | 34 |
|
|
2021
Q3 | $1.56M | Sell |
11,158
-2,104
| -16% | -$294K | 0.42% | 59 |
|
|
2021
Q2 | $1.86M | Buy |
13,262
+1,904
| +17% | +$267K | 0.29% | 69 |
|
|
2021
Q1 | $1.53M | Buy |
11,358
+49
| +0.4% | +$6.61K | 0.28% | 79 |
|
|
2020
Q4 | $1.35M | Sell |
11,309
-129
| -1% | -$15.3K | 0.25% | 87 |
|
|
2020
Q3 | $1.16M | Hold |
11,438
| – | – | 0.41% | 64 |
|
|
2020
Q2 | $1.09M | Sell |
11,438
-7,788
| -41% | -$744K | 0.5% | 49 |
|
|
2020
Q1 | $1.57M | Sell |
19,226
-688
| -3% | -$56K | 0.96% | 24 |
|
|
2019
Q4 | $2.37M | Buy |
19,914
+60
| +0.3% | +$7.15K | 1.16% | 19 |
|
|
2019
Q3 | $2.24M | Hold |
19,854
| – | – | 1.19% | 18 |
|
|
2019
Q2 | $2.21M | Sell |
19,854
-251
| -1% | -$27.9K | 1.28% | 16 |
|
|
2019
Q1 | $2.17M | Sell |
20,105
-120
| -0.6% | -$12.9K | 1.21% | 17 |
|
|
2018
Q4 | $1.93M | Sell |
20,225
-177
| -0.9% | -$16.9K | 1.31% | 18 |
|
|
2018
Q3 | $2.32M | Sell |
20,402
-207
| -1% | -$23.6K | 1.33% | 17 |
|
|
2018
Q2 | $2.28M | Hold |
20,609
| – | – | 1.39% | 15 |
|
|
2018
Q1 | $2.26M | Buy |
20,609
+582
| +3% | +$63.7K | 1.43% | 16 |
|
|
2017
Q4 | $2.25M | Buy |
+20,027
| New | +$2.25M | 1.37% | 22 |
|