WP 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 | $574K | Hold |
3,491
| – | – | 0.16% | 69 |
|
|
2025
Q1 | $560K | Buy |
3,491
+23
| +0.7% | +$3.69K | 0.19% | 67 |
|
|
2024
Q4 | $561K | Buy |
3,468
+21
| +0.6% | +$3.4K | 0.19% | 67 |
|
|
2024
Q3 | $578K | Buy |
3,447
+37
| +1% | +$6.2K | 0.21% | 64 |
|
|
2024
Q2 | $513K | Hold |
3,410
| – | – | 0.16% | 75 |
|
|
2024
Q1 | $532K | Buy |
3,410
+16
| +0.5% | +$2.5K | 0.17% | 75 |
|
|
2023
Q4 | $492K | Buy |
3,394
+26
| +0.8% | +$3.77K | 0.18% | 72 |
|
|
2023
Q3 | $441K | Sell |
3,368
-78
| -2% | -$10.2K | 0.18% | 72 |
|
|
2023
Q2 | $477K | Buy |
3,446
+19
| +0.6% | +$2.63K | 0.19% | 70 |
|
|
2023
Q1 | $459K | Buy |
3,427
+18
| +0.5% | +$2.41K | 0.19% | 72 |
|
|
2022
Q4 | $461K | Sell |
3,409
-72
| -2% | -$9.74K | 0.21% | 71 |
|
|
2022
Q3 | $424K | Buy |
3,481
+20
| +0.6% | +$2.44K | 0.19% | 75 |
|
|
2022
Q2 | $448K | Buy |
3,461
+171
| +5% | +$22.1K | 0.19% | 77 |
|
|
2022
Q1 | $492K | Sell |
3,290
-373
| -10% | -$55.8K | 0.2% | 77 |
|
|
2021
Q4 | $551K | Buy |
3,663
+21
| +0.6% | +$3.16K | 0.23% | 73 |
|
|
2021
Q3 | $508K | Sell |
3,642
-256
| -7% | -$35.7K | 0.21% | 76 |
|
|
2021
Q2 | $548K | Buy |
3,898
+19
| +0.5% | +$2.67K | 0.23% | 69 |
|
|
2021
Q1 | $523K | Buy |
3,879
+16
| +0.4% | +$2.16K | 0.23% | 64 |
|
|
2020
Q4 | $460K | Buy |
3,863
+193
| +5% | +$23K | 0.22% | 62 |
|
|
2020
Q3 | $372K | Buy |
3,670
+25
| +0.7% | +$2.53K | 0.22% | 59 |
|
|
2020
Q2 | $349K | Buy |
3,645
+263
| +8% | +$25.2K | 0.25% | 46 |
|
|
2020
Q1 | $275K | Buy |
3,382
+31
| +0.9% | +$2.52K | 0.27% | 39 |
|
|
2019
Q4 | $399K | Buy |
3,351
+24
| +0.7% | +$2.86K | 0.41% | 37 |
|
|
2019
Q3 | $376K | Buy |
3,327
+248
| +8% | +$28K | 0.43% | 35 |
|
|
2019
Q2 | $343K | Buy |
3,079
+15
| +0.5% | +$1.67K | 0.38% | 38 |
|
|
2019
Q1 | $3.31K | Hold |
3,064
| – | – | 0.36% | 37 |
|
|
2018
Q4 | $292K | Buy |
3,064
+252
| +9% | +$24K | 0.29% | 42 |
|
|
2018
Q3 | $318K | Sell |
2,812
-61
| -2% | -$6.9K | 0.3% | 40 |
|
|
2018
Q2 | $317K | Buy |
2,873
+103
| +4% | +$11.4K | 0.3% | 41 |
|
|
2018
Q1 | $303K | Buy |
2,770
+13
| +0.5% | +$1.42K | 0.33% | 40 |
|
|
2017
Q4 | $308K | Buy |
2,757
+240
| +10% | +$26.8K | 0.3% | 43 |
|
|
2017
Q3 | $266K | Buy |
2,517
+168
| +7% | +$17.8K | 0.2% | 55 |
|
|
2017
Q2 | $242K | Buy |
+2,349
| New | +$242K | 0.18% | 59 |
|