WFA
Wellspring Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
786,332
-617
| -0.1% | -$1.01K | 0.13% | 56 |
|
|
2025
Q1 | $1.38M | Sell |
786,949
-685
| -0.1% | -$1.2K | 0.15% | 48 |
|
|
2024
Q4 | $1.49M | Sell |
787,634
-25
| -0% | -$47 | 0.16% | 46 |
|
|
2024
Q3 | $1.52M | Sell |
787,659
-64
| -0% | -$124 | 0.18% | 46 |
|
|
2024
Q2 | $1.46M | Sell |
787,723
-1,884
| -0.2% | -$3.49K | 0.2% | 45 |
|
|
2024
Q1 | $1.78M | Sell |
789,607
-6,899
| -0.9% | -$15.5K | 0.28% | 41 |
|
|
2023
Q4 | $2.71M | Sell |
796,506
-1,825
| -0.2% | -$6.2K | 0.67% | 32 |
|
|
2023
Q3 | $2.76M | Buy |
798,331
+12
| +0% | +$41 | 0.81% | 32 |
|
|
2023
Q2 | $2.87M | Sell |
798,319
-8,946
| -1% | -$32.2K | 0.81% | 30 |
|
|
2023
Q1 | $4M | Buy |
807,265
+26
| +0% | +$129 | 1.19% | 24 |
|
|
2022
Q4 | $4.03M | Sell |
807,239
-768
| -0.1% | -$3.83K | 1.34% | 23 |
|
|
2022
Q3 | $3.8M | Buy |
808,007
+46
| +0% | +$216 | 1.4% | 21 |
|
|
2022
Q2 | $3.99M | Sell |
807,961
-14,366
| -2% | -$70.9K | 1.39% | 22 |
|
|
2022
Q1 | $6.63M | Sell |
822,327
-16,838
| -2% | -$136K | 1.95% | 16 |
|
|
2021
Q4 | $9.19M | Buy |
839,165
+322,618
| +62% | +$3.53M | 2.56% | 13 |
|
|
2021
Q3 | $8.65M | Buy |
516,547
+458,326
| +787% | +$7.67M | 2.6% | 13 |
|
|
2021
Q2 | $8.18M | Buy |
58,221
+44,428
| +322% | +$6.24M | 2.57% | 12 |
|
|
2021
Q1 | $1.12M | Sell |
13,793
-39,167
| -74% | -$3.18M | 0.54% | 28 |
|
|
2020
Q4 | $6.3M | Sell |
52,960
-9,166
| -15% | -$1.09M | 2.2% | 14 |
|
|
2020
Q3 | $6.3M | Sell |
62,126
-365
| -0.6% | -$37K | 2.47% | 13 |
|
|
2020
Q2 | $5.98M | Buy |
62,491
+48,698
| +353% | +$4.66M | 2.47% | 13 |
|
|
2020
Q1 | $1.12M | Buy |
+13,793
| New | +$1.12M | 0.54% | 28 |
|