WIA
World Investment 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 | $1.22M | Sell |
7,422
-121,238
| -94% | -$20M | 0.03% | 469 |
|
2025
Q1 | $20.7M | Buy |
128,660
+120,114
| +1,405% | +$19.3M | 0.54% | 35 |
|
2024
Q4 | $1.38M | Sell |
8,546
-100,357
| -92% | -$16.2M | 0.04% | 404 |
|
2024
Q3 | $18.3M | Buy |
108,903
+101,213
| +1,316% | +$17M | 0.57% | 35 |
|
2024
Q2 | $1.16M | Buy |
+7,690
| New | +$1.16M | 0.07% | 251 |
|
2024
Q1 | – | Sell |
-8,360
| Closed | -$1.21M | – | 482 |
|
2023
Q4 | $1.21M | Sell |
8,360
-88,343
| -91% | -$12.8M | 0.16% | 125 |
|
2023
Q3 | $12.7M | Buy |
96,703
+89,865
| +1,314% | +$11.8M | 2.51% | 9 |
|
2023
Q2 | $946K | Sell |
6,838
-8,428
| -55% | -$1.17M | 0.18% | 91 |
|
2023
Q1 | $2.05M | Sell |
15,266
-80,865
| -84% | -$10.8M | 0.43% | 46 |
|
2022
Q4 | $13M | Buy |
96,131
+86,625
| +911% | +$11.7M | 2.98% | 8 |
|
2022
Q3 | $1.16M | Buy |
9,506
+9
| +0.1% | +$1.1K | 0.28% | 58 |
|
2022
Q2 | $1.32M | Sell |
9,497
-91,649
| -91% | -$12.7M | 0.28% | 59 |
|
2022
Q1 | $15.1M | Sell |
101,146
-3,733
| -4% | -$559K | 3.14% | 8 |
|
2021
Q4 | $15.6M | Buy |
104,879
+96,592
| +1,166% | +$14.3M | 3.26% | 8 |
|
2021
Q3 | $1.16M | Buy |
8,287
+1,822
| +28% | +$254K | 0.26% | 68 |
|
2021
Q2 | $908K | Buy |
6,465
+37
| +0.6% | +$5.2K | 0.21% | 83 |
|
2021
Q1 | $910K | Buy |
6,428
+138
| +2% | +$19.5K | 0.22% | 78 |
|
2020
Q4 | $803K | Buy |
6,290
+3,115
| +98% | +$398K | 0.2% | 87 |
|
2020
Q3 | $322K | Sell |
3,175
-82
| -3% | -$8.32K | 0.11% | 114 |
|
2020
Q2 | $340K | Sell |
3,257
-964
| -23% | -$101K | 0.12% | 109 |
|
2020
Q1 | $343K | Sell |
4,221
-13
| -0.3% | -$1.06K | 0.16% | 83 |
|
2019
Q4 | $505K | Sell |
4,234
-55
| -1% | -$6.56K | 0.2% | 72 |
|
2019
Q3 | $485K | Sell |
4,289
-51
| -1% | -$5.77K | 0.21% | 63 |
|
2019
Q2 | $477K | Sell |
4,340
-614
| -12% | -$67.5K | 0.21% | 61 |
|
2019
Q1 | $537K | Sell |
4,954
-148
| -3% | -$16K | 0.24% | 55 |
|
2018
Q4 | $545K | Buy |
+5,102
| New | +$545K | 0.24% | 65 |
|