Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $484K | Buy |
4,772
+424
| +10% | +$43K | 0.02% | 276 |
|
|
2020
Q2 | $416K | Buy |
4,348
+1,492
| +52% | +$143K | 0.03% | 287 |
|
|
2020
Q1 | $232K | Buy |
2,856
+369
| +15% | +$30K | 0.02% | 354 |
|
|
2019
Q4 | $296K | Buy |
2,487
+10
| +0.4% | +$1.19K | 0.02% | 378 |
|
|
2019
Q3 | $280K | Buy |
2,477
+13
| +0.5% | +$1.47K | 0.02% | 358 |
|
|
2019
Q2 | $274K | Buy |
2,464
+120
| +5% | +$13.3K | 0.02% | 372 |
|
|
2019
Q1 | $253K | Sell |
2,344
-2,960
| -56% | -$319K | 0.02% | 397 |
|
|
2018
Q4 | $505K | Buy |
5,304
+4,293
| +425% | +$409K | 0.04% | 219 |
|
|
2018
Q3 | $114K | Hold |
1,011
| – | – | 0.01% | 633 |
|
|
2018
Q2 | $112K | Sell |
1,011
-389
| -28% | -$43.1K | 0.01% | 662 |
|
|
2018
Q1 | $153K | Buy |
1,400
+26
| +2% | +$2.84K | 0.01% | 560 |
|
|
2017
Q4 | $153K | Sell |
1,374
-2,162
| -61% | -$241K | 0.01% | 575 |
|
|
2017
Q3 | $374K | Sell |
3,536
-24
| -0.7% | -$2.54K | 0.04% | 307 |
|
|
2017
Q2 | $366K | Sell |
3,560
-170
| -5% | -$17.5K | 0.04% | 292 |
|
|
2017
Q1 | $380K | Sell |
3,730
-359
| -9% | -$36.6K | 0.05% | 239 |
|
|
2016
Q4 | $397K | Sell |
4,089
-18
| -0.4% | -$1.75K | 0.06% | 215 |
|
|
2016
Q3 | $384K | Buy |
4,107
+2
| +0% | +$187 | 0.06% | 219 |
|
|
2016
Q2 | $366K | Sell |
4,105
-284
| -6% | -$25.3K | 0.06% | 213 |
|
|
2016
Q1 | $382K | Buy |
4,389
+1
| +0% | +$87 | 0.07% | 197 |
|
|
2015
Q4 | $377K | Buy |
+4,388
| New | +$377K | 0.07% | 205 |
|