Wealthspan 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 | $271K | Sell |
1,648
-299
| -15% | -$49.2K | 0.11% | 96 |
|
|
2025
Q1 | $313K | Hold |
1,947
| – | – | 0.14% | 87 |
|
|
2024
Q4 | $315K | Hold |
1,947
| – | – | 0.15% | 86 |
|
|
2024
Q3 | $326K | Hold |
1,947
| – | – | 0.16% | 84 |
|
|
2024
Q2 | $293K | Hold |
1,947
| – | – | 0.16% | 79 |
|
|
2024
Q1 | $304K | Sell |
1,947
-75
| -4% | -$11.7K | 0.18% | 77 |
|
|
2023
Q4 | $293K | Hold |
2,022
| – | – | 0.21% | 70 |
|
|
2023
Q3 | $265K | Sell |
2,022
-208
| -9% | -$27.2K | 0.21% | 70 |
|
|
2023
Q2 | $309K | Hold |
2,230
| – | – | 0.24% | 65 |
|
|
2023
Q1 | $299K | Sell |
2,230
-40
| -2% | -$5.36K | 0.26% | 61 |
|
|
2022
Q4 | $307K | Hold |
2,270
| – | – | 0.28% | 60 |
|
|
2022
Q3 | $276K | Buy |
2,270
+75
| +3% | +$9.12K | 0.29% | 56 |
|
|
2022
Q2 | $284K | Buy |
2,195
+504
| +30% | +$65.2K | 0.29% | 56 |
|
|
2022
Q1 | $253K | Hold |
1,691
| – | – | 0.23% | 61 |
|
|
2021
Q4 | $254K | Buy |
+1,691
| New | +$254K | 0.22% | 62 |
|