Zhang Financial’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 | $1.43M | Buy |
8,679
+1,105
| +15% | +$182K | 0.07% | 137 |
|
|
2025
Q1 | $1.22M | Buy |
7,574
+547
| +8% | +$87.8K | 0.06% | 143 |
|
|
2024
Q4 | $1.14M | Buy |
7,027
+126
| +2% | +$20.4K | 0.07% | 143 |
|
|
2024
Q3 | $1.16M | Buy |
6,901
+40
| +0.6% | +$6.71K | 0.07% | 138 |
|
|
2024
Q2 | $1.03M | Hold |
6,861
| – | – | 0.07% | 138 |
|
|
2024
Q1 | $1.07M | Buy |
6,861
+11
| +0.2% | +$1.72K | 0.08% | 137 |
|
|
2023
Q4 | $993K | Buy |
6,850
+29
| +0.4% | +$4.21K | 0.09% | 130 |
|
|
2023
Q3 | $894K | Buy |
6,821
+21
| +0.3% | +$2.75K | 0.09% | 121 |
|
|
2023
Q2 | $953K | Buy |
6,800
+5,049
| +288% | +$708K | 0.1% | 116 |
|
|
2023
Q1 | $235K | Hold |
1,751
| – | – | 0.03% | 212 |
|
|
2022
Q4 | $237K | Buy |
1,751
+13
| +0.7% | +$1.76K | 0.03% | 208 |
|
|
2022
Q3 | $212K | Sell |
1,738
-1,010
| -37% | -$123K | 0.03% | 201 |
|
|
2022
Q2 | $356K | Buy |
2,748
+27
| +1% | +$3.5K | 0.06% | 158 |
|
|
2022
Q1 | $407K | Buy |
2,721
+7
| +0.3% | +$1.05K | 0.07% | 155 |
|
|
2021
Q4 | $408K | Buy |
2,714
+108
| +4% | +$16.2K | 0.07% | 137 |
|
|
2021
Q3 | $364K | Buy |
2,606
+6
| +0.2% | +$838 | 0.08% | 111 |
|
|
2021
Q2 | $365K | Buy |
2,600
+8
| +0.3% | +$1.12K | 0.09% | 93 |
|
|
2021
Q1 | $350K | Sell |
2,592
-615
| -19% | -$83K | 0.09% | 89 |
|
|
2020
Q4 | $382K | Buy |
3,207
+628
| +24% | +$74.8K | 0.12% | 74 |
|
|
2020
Q3 | $261K | Buy |
2,579
+66
| +3% | +$6.68K | 0.09% | 84 |
|
|
2020
Q2 | $241K | Buy |
2,513
+9
| +0.4% | +$863 | 0.09% | 80 |
|
|
2020
Q1 | $204K | Buy |
2,504
+13
| +0.5% | +$1.06K | 0.09% | 85 |
|
|
2019
Q4 | $297K | Buy |
+2,491
| New | +$297K | 0.11% | 78 |
|