Wealthstream Advisors’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 | $312K | Hold |
1,897
| – | – | 0.05% | 120 |
|
2025
Q1 | $305K | Hold |
1,897
| – | – | 0.06% | 112 |
|
2024
Q4 | $307K | Buy |
1,897
+1
| +0.1% | +$162 | 0.06% | 111 |
|
2024
Q3 | $318K | Hold |
1,896
| – | – | 0.06% | 103 |
|
2024
Q2 | $285K | Hold |
1,896
| – | – | 0.1% | 98 |
|
2024
Q1 | $296K | Buy |
1,896
+1
| +0.1% | +$156 | 0.11% | 99 |
|
2023
Q4 | $275K | Hold |
1,895
| – | – | 0.11% | 110 |
|
2023
Q3 | $248K | Hold |
1,895
| – | – | 0.13% | 90 |
|
2023
Q2 | $262K | Buy |
1,895
+1
| +0.1% | +$138 | 0.14% | 80 |
|
2023
Q1 | $254K | Hold |
1,894
| – | – | 0.15% | 66 |
|
2022
Q4 | $256K | Buy |
1,894
+1
| +0.1% | +$135 | 0.17% | 62 |
|
2022
Q3 | $231K | Buy |
1,893
+63
| +3% | +$7.69K | 0.25% | 58 |
|
2022
Q2 | $237K | Buy |
1,830
+32
| +2% | +$4.14K | 0.24% | 58 |
|
2022
Q1 | $269K | Hold |
1,798
| – | – | 0.24% | 55 |
|
2021
Q4 | $270K | Buy |
+1,798
| New | +$270K | 0.23% | 51 |
|