Amplius Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $483K | Sell |
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|
2025
Q2 | $493K | Hold |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $497K | Sell |
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|
2024
Q1 | $597K | Sell |
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|
2023
Q4 | $760K | Sell |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $821K | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $2M | Buy |
|