White Lighthouse Investment Management’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 | $3.12M | Buy |
18,990
+145
| +0.8% | +$23.8K | 0.51% | 38 |
|
2025
Q1 | $3.03M | Sell |
18,845
-391
| -2% | -$62.8K | 0.54% | 34 |
|
2024
Q4 | $3.11M | Buy |
19,236
+345
| +2% | +$55.8K | 0.55% | 35 |
|
2024
Q3 | $3.17M | Sell |
18,891
-563
| -3% | -$94.4K | 0.57% | 34 |
|
2024
Q2 | $2.93M | Sell |
19,454
-565
| -3% | -$85K | 0.56% | 34 |
|
2024
Q1 | $3.12M | Sell |
20,019
-386
| -2% | -$60.2K | 0.63% | 33 |
|
2023
Q4 | $2.96M | Sell |
20,405
-759
| -4% | -$110K | 0.65% | 32 |
|
2023
Q3 | $2.77M | Sell |
21,164
-291
| -1% | -$38.1K | 0.67% | 30 |
|
2023
Q2 | $2.97M | Sell |
21,455
-3
| -0% | -$415 | 0.71% | 28 |
|
2023
Q1 | $2.88M | Sell |
21,458
-131
| -0.6% | -$17.6K | 0.72% | 30 |
|
2022
Q4 | $2.92M | Sell |
21,589
-618
| -3% | -$83.6K | 0.79% | 28 |
|
2022
Q3 | $2.7M | Buy |
22,207
+855
| +4% | +$104K | 0.79% | 29 |
|
2022
Q2 | $2.77M | Buy |
21,352
+580
| +3% | +$75.1K | 0.79% | 29 |
|
2022
Q1 | $3.11M | Buy |
20,772
+55
| +0.3% | +$8.23K | 0.79% | 30 |
|
2021
Q4 | $3.11M | Buy |
20,717
+590
| +3% | +$88.7K | 0.78% | 31 |
|
2021
Q3 | $2.81M | Buy |
20,127
+678
| +3% | +$94.7K | 0.75% | 33 |
|
2021
Q2 | $2.73M | Buy |
19,449
+573
| +3% | +$80.5K | 0.75% | 33 |
|
2021
Q1 | $2.55M | Sell |
18,876
-1,610
| -8% | -$217K | 0.78% | 31 |
|
2020
Q4 | $2.44M | Buy |
20,486
+291
| +1% | +$34.6K | 0.78% | 31 |
|
2020
Q3 | $2.05M | Sell |
20,195
-2,435
| -11% | -$247K | 0.71% | 34 |
|
2020
Q2 | $2.17M | Sell |
22,630
-6,890
| -23% | -$659K | 0.8% | 32 |
|
2020
Q1 | $2.4M | Buy |
29,520
+831
| +3% | +$67.6K | 1% | 28 |
|
2019
Q4 | $3.42M | Buy |
28,689
+301
| +1% | +$35.9K | 1.25% | 21 |
|
2019
Q3 | $3.21M | Buy |
28,388
+1,186
| +4% | +$134K | 1.29% | 21 |
|
2019
Q2 | $3.03M | Buy |
27,202
+1,399
| +5% | +$156K | 1.26% | 21 |
|
2019
Q1 | $2.78M | Buy |
25,803
+3,660
| +17% | +$395K | 1.28% | 20 |
|
2018
Q4 | $2.11M | Buy |
22,143
+673
| +3% | +$64.1K | 1.16% | 21 |
|
2018
Q3 | $2.43M | Buy |
21,470
+655
| +3% | +$74.1K | 1.24% | 22 |
|
2018
Q2 | $2.3M | Buy |
20,815
+2,381
| +13% | +$263K | 1.26% | 21 |
|
2018
Q1 | $2.02M | Buy |
18,434
+377
| +2% | +$41.2K | 1.16% | 22 |
|
2017
Q4 | $2.02M | Buy |
+18,057
| New | +$2.02M | 1.16% | 21 |
|