9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $955K | Sell |
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|
2024
Q1 | $1.04M | Sell |
|
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|
2023
Q4 | $974K | Sell |
|
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|
2023
Q3 | $941K | Sell |
|
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.15M | Sell |
|
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $1.08M | Sell |
|
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|
2022
Q2 | $1.21M | Sell |
|
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $823K | Buy |
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|
2021
Q2 | $806K | Buy |
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|
2021
Q1 | $773K | Buy |
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|
2020
Q4 | $615K | Hold |
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|
2020
Q3 | $527K | Sell |
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|
2020
Q2 | $543K | Hold |
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|
2020
Q1 | $513K | Sell |
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|
2019
Q4 | $783K | Buy |
|