Aspiriant LLC’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 | $604K | Hold |
3,672
| – | – | 0.02% | 183 |
|
2025
Q1 | $590K | Hold |
3,672
| – | – | 0.02% | 175 |
|
2024
Q4 | $594K | Sell |
3,672
-88
| -2% | -$14.2K | 0.02% | 175 |
|
2024
Q3 | $630K | Hold |
3,760
| – | – | 0.02% | 176 |
|
2024
Q2 | $566K | Buy |
3,760
+2,056
| +121% | +$309K | 0.02% | 181 |
|
2024
Q1 | $266K | Sell |
1,704
-14
| -0.8% | -$2.18K | 0.01% | 269 |
|
2023
Q4 | $249K | Hold |
1,718
| – | – | 0.01% | 263 |
|
2023
Q3 | $225K | Sell |
1,718
-22
| -1% | -$2.88K | 0.01% | 256 |
|
2023
Q2 | $241K | Sell |
1,740
-760
| -30% | -$105K | 0.01% | 254 |
|
2023
Q1 | $335K | Buy |
+2,500
| New | +$335K | 0.02% | 207 |
|