WhitTier Trust Company’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 | $1.06M | Hold |
6,451
| – | – | 0.02% | 309 |
|
2025
Q1 | $1.04M | Hold |
6,451
| – | – | 0.03% | 301 |
|
2024
Q4 | $1.04M | Hold |
6,451
| – | – | 0.03% | 286 |
|
2024
Q3 | $1.08M | Hold |
6,451
| – | – | 0.03% | 286 |
|
2024
Q2 | $970K | Hold |
6,451
| – | – | 0.03% | 285 |
|
2024
Q1 | $1.01M | Sell |
6,451
-391
| -6% | -$61K | 0.03% | 280 |
|
2023
Q4 | $992K | Sell |
6,842
-391
| -5% | -$56.7K | 0.03% | 280 |
|
2023
Q3 | $947K | Hold |
7,233
| – | – | 0.03% | 279 |
|
2023
Q2 | $1M | Hold |
7,233
| – | – | 0.03% | 281 |
|
2023
Q1 | $970K | Sell |
7,233
-571
| -7% | -$76.6K | 0.04% | 279 |
|
2022
Q4 | $1.06M | Hold |
7,804
| – | – | 0.04% | 272 |
|
2022
Q3 | $950K | Hold |
7,804
| – | – | 0.04% | 277 |
|
2022
Q2 | $1.01M | Buy |
7,804
+405
| +5% | +$52.5K | 0.04% | 272 |
|
2022
Q1 | $1.11M | Buy |
7,399
+904
| +14% | +$135K | 0.04% | 273 |
|
2021
Q4 | $976K | Hold |
6,495
| – | – | 0.04% | 279 |
|
2021
Q3 | $907K | Sell |
6,495
-580
| -8% | -$81K | 0.04% | 277 |
|
2021
Q2 | $994K | Hold |
7,075
| – | – | 0.04% | 268 |
|
2021
Q1 | $954K | Hold |
7,075
| – | – | 0.04% | 262 |
|
2020
Q4 | $842K | Sell |
7,075
-600
| -8% | -$71.4K | 0.04% | 258 |
|
2020
Q3 | $778K | Hold |
7,675
| – | – | 0.04% | 250 |
|
2020
Q2 | $734K | Hold |
7,675
| – | – | 0.05% | 248 |
|
2020
Q1 | $624K | Sell |
7,675
-455
| -6% | -$37K | 0.05% | 239 |
|
2019
Q4 | $969K | Hold |
8,130
| – | – | 0.06% | 219 |
|
2019
Q3 | $919K | Buy |
8,130
+300
| +4% | +$33.9K | 0.06% | 219 |
|
2019
Q2 | $872K | Buy |
7,830
+455
| +6% | +$50.7K | 0.06% | 215 |
|
2019
Q1 | $796K | Buy |
7,375
+500
| +7% | +$54K | 0.06% | 218 |
|
2018
Q4 | $655K | Sell |
6,875
-1,153
| -14% | -$110K | 0.05% | 228 |
|
2018
Q3 | $908K | Buy |
8,028
+1,750
| +28% | +$198K | 0.07% | 197 |
|
2018
Q2 | $693K | Sell |
6,278
-100
| -2% | -$11K | 0.05% | 228 |
|
2018
Q1 | $698K | Buy |
6,378
+900
| +16% | +$98.5K | 0.06% | 228 |
|
2017
Q4 | $611K | Buy |
5,478
+101
| +2% | +$11.3K | 0.05% | 236 |
|
2017
Q3 | $568K | Buy |
5,377
+52
| +1% | +$5.49K | 0.05% | 240 |
|
2017
Q2 | $548K | Buy |
5,325
+2,900
| +120% | +$298K | 0.05% | 241 |
|
2017
Q1 | $247K | Hold |
2,425
| – | – | 0.02% | 320 |
|
2016
Q4 | $236K | Buy |
2,425
+850
| +54% | +$82.7K | 0.03% | 319 |
|
2016
Q3 | $147K | Buy |
1,575
+575
| +58% | +$53.7K | 0.02% | 374 |
|
2016
Q2 | $89K | Buy |
+1,000
| New | +$89K | 0.01% | 438 |
|