Wells Financial 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 | $197K | Hold |
1,200
| – | – | 0.27% | 41 |
|
|
2025
Q1 | $193K | Hold |
1,200
| – | – | 0.27% | 39 |
|
|
2024
Q4 | $194K | Hold |
1,200
| – | – | 0.26% | 41 |
|
|
2024
Q3 | $201K | Sell |
1,200
-15
| -1% | -$2.52K | 0.27% | 39 |
|
|
2024
Q2 | $183K | Hold |
1,215
| – | – | 0.12% | 53 |
|
|
2024
Q1 | $189K | Sell |
1,215
-130
| -10% | -$20.3K | 0.13% | 43 |
|
|
2023
Q4 | $195K | Hold |
1,345
| – | – | 0.14% | 40 |
|
|
2023
Q3 | $176K | Hold |
1,345
| – | – | 0.14% | 40 |
|
|
2023
Q2 | $186K | Hold |
1,345
| – | – | 0.14% | 39 |
|
|
2023
Q1 | $180K | Hold |
1,345
| – | – | 0.14% | 41 |
|
|
2022
Q4 | $182K | Hold |
1,345
| – | – | 0.15% | 41 |
|
|
2022
Q3 | $164K | Hold |
1,345
| – | – | 0.16% | 35 |
|
|
2022
Q2 | $174K | Hold |
1,345
| – | – | 0.16% | 35 |
|
|
2022
Q1 | $201K | Hold |
1,345
| – | – | 0.17% | 36 |
|
|
2021
Q4 | $202K | Buy |
1,345
+6
| +0.4% | +$901 | 0.16% | 37 |
|
|
2021
Q3 | $187K | Hold |
1,339
| – | – | 0.16% | 38 |
|
|
2021
Q2 | $188K | Sell |
1,339
-1,596
| -54% | -$224K | 0.16% | 38 |
|
|
2021
Q1 | $396K | Buy |
2,935
+1,234
| +73% | +$166K | 0.36% | 32 |
|
|
2020
Q4 | $202K | Buy |
+1,701
| New | +$202K | 0.17% | 36 |
|