YWS
Yarger Wealth Strategies’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 | $599K | Hold |
3,643
| – | – | 0.31% | 57 |
|
|
2025
Q1 | $585K | Buy |
3,643
+24
| +0.7% | +$3.85K | 0.34% | 50 |
|
|
2024
Q4 | $585K | Sell |
3,619
-436
| -11% | -$70.5K | 0.34% | 47 |
|
|
2024
Q3 | $680K | Buy |
4,055
+43
| +1% | +$7.21K | 0.38% | 42 |
|
|
2024
Q2 | $604K | Hold |
4,012
| – | – | 0.36% | 44 |
|
|
2024
Q1 | $626K | Buy |
4,012
+70
| +2% | +$10.9K | 0.43% | 41 |
|
|
2023
Q4 | $572K | Buy |
3,942
+30
| +0.8% | +$4.35K | 0.46% | 35 |
|
|
2023
Q3 | $512K | Buy |
3,912
+21
| +0.5% | +$2.75K | 0.44% | 36 |
|
|
2023
Q2 | $538K | Sell |
3,891
-1,754
| -31% | -$243K | 0.48% | 35 |
|
|
2023
Q1 | $757K | Sell |
5,645
-1,005
| -15% | -$135K | 0.83% | 27 |
|
|
2022
Q4 | $899K | Buy |
6,650
+53
| +0.8% | +$7.17K | 1.11% | 21 |
|
|
2022
Q3 | $803K | Buy |
6,597
+2,356
| +56% | +$287K | 1.06% | 20 |
|
|
2022
Q2 | $556K | Buy |
4,241
+19
| +0.5% | +$2.49K | 0.72% | 28 |
|
|
2022
Q1 | $632K | Buy |
4,222
+19
| +0.5% | +$2.84K | 0.82% | 27 |
|
|
2021
Q4 | $632K | Buy |
+4,203
| New | +$632K | 0.68% | 31 |
|