Wealthspire Advisors (New York)’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 | $9.53M | Sell |
57,957
-1,586
| -3% | -$261K | 0.05% | 120 |
|
|
2025
Q1 | $9.56M | Sell |
59,543
-119
| -0.2% | -$19.1K | 0.06% | 116 |
|
|
2024
Q4 | $9.65M | Sell |
59,662
-2,168
| -4% | -$351K | 0.1% | 97 |
|
|
2024
Q3 | $10.4M | Sell |
61,830
-5,392
| -8% | -$904K | 0.11% | 98 |
|
|
2024
Q2 | $10.1M | Sell |
67,222
-6,434
| -9% | -$968K | 0.13% | 77 |
|
|
2024
Q1 | $11.5M | Sell |
73,656
-3,464
| -4% | -$540K | 0.15% | 66 |
|
|
2023
Q4 | $11.2M | Sell |
77,120
-3,728
| -5% | -$541K | 0.16% | 62 |
|
|
2023
Q3 | $10.6M | Sell |
80,848
-4,989
| -6% | -$653K | 0.17% | 60 |
|
|
2023
Q2 | $11.9M | Sell |
85,837
-5,756
| -6% | -$797K | 0.19% | 60 |
|
|
2023
Q1 | $12.3M | Sell |
91,593
-5,920
| -6% | -$794K | 0.21% | 58 |
|
|
2022
Q4 | $13.2M | Sell |
97,513
-14,713
| -13% | -$1.99M | 0.24% | 56 |
|
|
2022
Q3 | $13.7M | Buy |
112,226
+96,132
| +597% | +$11.7M | 0.29% | 52 |
|
|
2022
Q2 | $2.08M | Buy |
16,094
+3,961
| +33% | +$513K | 0.04% | 143 |
|
|
2022
Q1 | $1.82M | Buy |
12,133
+1,189
| +11% | +$178K | 0.04% | 133 |
|
|
2021
Q4 | $1.65M | Buy |
10,944
+590
| +6% | +$88.7K | 0.04% | 165 |
|
|
2021
Q3 | $1.45M | Buy |
10,354
+3,776
| +57% | +$527K | 0.03% | 204 |
|
|
2021
Q2 | $924K | Sell |
6,578
-8,377
| -56% | -$1.18M | 0.02% | 168 |
|
|
2021
Q1 | $2.02M | Buy |
14,955
+10,285
| +220% | +$1.39M | 0.05% | 174 |
|
|
2020
Q4 | $556K | Buy |
+4,670
| New | +$556K | 0.02% | 286 |
|
|
2020
Q2 | – | Sell |
-2,856
| Closed | -$232K | – | 524 |
|
|
2020
Q1 | $232K | Buy |
+2,856
| New | +$232K | 0.01% | 447 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | – | – | 777 |
|
|
2018
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 923 |
|