WMG 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 | $200K | Buy |
+1,218
| New | +$200K | 0.07% | 181 |
|
|
2024
Q4 | – | Sell |
-1,261
| Closed | -$211K | – | 188 |
|
|
2024
Q3 | $211K | Buy |
+1,261
| New | +$211K | 0.1% | 157 |
|
|
2024
Q1 | – | Sell |
-1,492
| Closed | -$216K | – | 149 |
|
|
2023
Q4 | $216K | Buy |
+1,492
| New | +$216K | 0.14% | 109 |
|
|
2023
Q3 | – | Sell |
-1,492
| Closed | -$206K | – | 122 |
|
|
2023
Q2 | $206K | Hold |
1,492
| – | – | 0.15% | 113 |
|
|
2023
Q1 | $200K | Hold |
1,492
| – | – | 0.17% | 110 |
|
|
2022
Q4 | $202K | Buy |
+1,492
| New | +$202K | 0.17% | 120 |
|
|
2022
Q2 | – | Sell |
-1,567
| Closed | -$231K | – | 183 |
|
|
2022
Q1 | $231K | Buy |
+1,567
| New | +$231K | 0.17% | 144 |
|