Wolff Financial 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 | $1.58M | Sell |
9,577
-31
| -0.3% | -$5.1K | 0.41% | 27 |
|
|
2025
Q1 | $1.54M | Buy |
9,608
+44
| +0.5% | +$7.06K | 0.43% | 28 |
|
|
2024
Q4 | $1.55M | Sell |
9,564
-180
| -2% | -$29.1K | 0.43% | 27 |
|
|
2024
Q3 | $1.63M | Buy |
+9,744
| New | +$1.63M | 0.44% | 27 |
|
|
2024
Q2 | – | Sell |
-10,389
| Closed | -$1.62M | – | 90 |
|
|
2024
Q1 | $1.62M | Buy |
10,389
+459
| +5% | +$71.6K | 0.47% | 28 |
|
|
2023
Q4 | $1.44M | Sell |
9,930
-1,032
| -9% | -$150K | 0.44% | 31 |
|
|
2023
Q3 | $1.44M | Buy |
+10,962
| New | +$1.44M | 0.49% | 28 |
|
|
2023
Q2 | – | Sell |
-12,258
| Closed | -$1.64M | – | 94 |
|
|
2023
Q1 | $1.64M | Sell |
12,258
-3,578
| -23% | -$480K | 0.57% | 28 |
|
|
2022
Q4 | $2.14M | Sell |
15,836
-26,928
| -63% | -$3.64M | 0.79% | 25 |
|
|
2022
Q3 | $5.21M | Buy |
42,764
+41
| +0.1% | +$4.99K | 2.38% | 13 |
|
|
2022
Q2 | $5.53M | Sell |
42,723
-434
| -1% | -$56.2K | 2.46% | 12 |
|
|
2022
Q1 | $6.46M | Sell |
43,157
-62
| -0.1% | -$9.28K | 2.56% | 12 |
|
|
2021
Q4 | $6.5M | Buy |
+43,219
| New | +$6.5M | 2.46% | 12 |
|
|
2021
Q1 | $5.93M | Sell |
43,964
-722
| -2% | -$97.4K | 2.72% | 13 |
|
|
2020
Q4 | $5.32M | Sell |
44,686
-1,412
| -3% | -$168K | 2.79% | 12 |
|
|
2020
Q3 | $4.67M | Buy |
46,098
+947
| +2% | +$96K | 2.77% | 12 |
|
|
2020
Q2 | $4.32M | Buy |
45,151
+957
| +2% | +$91.6K | 2.75% | 12 |
|
|
2020
Q1 | $3.59M | Buy |
44,194
+5,479
| +14% | +$445K | 2.71% | 12 |
|
|
2019
Q4 | $4.62M | Buy |
38,715
+4,793
| +14% | +$571K | 3.06% | 9 |
|
|
2019
Q3 | $3.83M | Buy |
33,922
+6,519
| +24% | +$737K | 2.8% | 10 |
|
|
2019
Q2 | $3.05M | Buy |
27,403
+5,401
| +25% | +$601K | 2.35% | 11 |
|
|
2019
Q1 | $2.37M | Buy |
22,002
+5,777
| +36% | +$623K | 1.97% | 14 |
|
|
2018
Q4 | $1.55M | Buy |
+16,225
| New | +$1.55M | 1.5% | 15 |
|