YorkBridge Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $200K | Sell |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $220K | Hold |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $237K | Sell |
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|
2018
Q4 | $237K | Hold |
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|
2018
Q3 | $281K | Buy |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $268K | Sell |
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|
2017
Q4 | $299K | Buy |
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|
2017
Q3 | $267K | Sell |
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|
2017
Q2 | $285K | Buy |
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|
2017
Q1 | $264K | Buy |
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|
2016
Q4 | $60K | Buy |
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