WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $378K | Hold |
2,339
| – | – | 0.12% | 109 |
|
|
2024
Q3 | $392K | Sell |
2,339
-124
| -5% | -$20.8K | 0.11% | 119 |
|
|
2024
Q2 | $371K | Sell |
2,463
-199
| -7% | -$29.9K | 0.11% | 115 |
|
|
2024
Q1 | $415K | Sell |
2,662
-176
| -6% | -$27.4K | 0.13% | 108 |
|
|
2023
Q4 | $412K | Buy |
2,838
+140
| +5% | +$20.3K | 0.15% | 121 |
|
|
2023
Q3 | $353K | Buy |
2,698
+129
| +5% | +$16.9K | 0.13% | 123 |
|
|
2023
Q2 | $355K | Buy |
2,569
+2,142
| +502% | +$296K | 0.14% | 118 |
|
|
2023
Q1 | $57.2K | Buy |
+427
| New | +$57.2K | 0.02% | 302 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$449 | – | 551 |
|
|
2022
Q1 | $449 | Buy |
+3
| New | +$449 | ﹤0.01% | 481 |
|