WFA
West 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 | $35.9K | Hold |
218
| – | – | 0.01% | 119 |
|
|
2025
Q1 | $35K | Hold |
218
| – | – | 0.01% | 113 |
|
|
2024
Q4 | $35.3K | Hold |
218
| – | – | 0.01% | 113 |
|
|
2024
Q3 | $36.6K | Hold |
218
| – | – | 0.01% | 102 |
|
|
2024
Q2 | $32.8K | Hold |
218
| – | – | 0.01% | 94 |
|
|
2024
Q1 | $34K | Hold |
218
| – | – | 0.01% | 92 |
|
|
2023
Q4 | $31.6K | Sell |
218
-1
| -0.5% | -$145 | 0.01% | 91 |
|
|
2023
Q3 | $28.7K | Hold |
219
| – | – | 0.01% | 93 |
|
|
2023
Q2 | $30.3K | Sell |
219
-1
| -0.5% | -$138 | 0.01% | 93 |
|
|
2023
Q1 | $29.5K | Buy |
220
+2
| +0.9% | +$268 | 0.01% | 92 |
|
|
2022
Q4 | $29.5K | Hold |
218
| – | – | 0.01% | 92 |
|
|
2022
Q3 | $27K | Hold |
218
| – | – | 0.01% | 117 |
|
|
2022
Q2 | $28K | Hold |
218
| – | – | 0.01% | 113 |
|
|
2022
Q1 | $33K | Hold |
218
| – | – | 0.01% | 113 |
|
|
2021
Q4 | $33K | Hold |
218
| – | – | 0.01% | 122 |
|
|
2021
Q3 | $30K | Hold |
218
| – | – | 0.01% | 112 |
|
|
2021
Q2 | $31K | Hold |
218
| – | – | 0.01% | 103 |
|
|
2021
Q1 | $29K | Hold |
218
| – | – | 0.01% | 104 |
|
|
2020
Q4 | $26K | Buy |
+218
| New | +$26K | 0.01% | 104 |
|