Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $179K | Sell |
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|
2025
Q2 | $178K | Buy |
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|
2025
Q1 | $168K | Hold |
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|
2024
Q4 | $169K | Sell |
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|
2024
Q3 | $177K | Hold |
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|
2024
Q2 | $159K | Buy |
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|
2024
Q1 | $164K | Buy |
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|
2023
Q4 | $91.2K | Buy |
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|
2023
Q3 | $40.2K | Buy |
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|
2023
Q2 | $14.8K | Hold |
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|
2023
Q1 | $14.3K | Sell |
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|
2022
Q4 | $18.1K | Sell |
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|
2022
Q3 | $323K | Hold |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $484K | Hold |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $452K | Hold |
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|
2021
Q1 | $434K | Hold |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $348K | Buy |
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