CWM
Cadence Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
6,360
-910
| -13% | -$150K | 0.69% | 18 |
|
|
2025
Q1 | $1.17M | Sell |
7,270
-1,439
| -17% | -$231K | 0.86% | 13 |
|
|
2024
Q4 | $1.41M | Buy |
8,709
+2,555
| +42% | +$413K | 0.93% | 15 |
|
|
2024
Q3 | $1.03M | Sell |
6,154
-2,962
| -32% | -$497K | 0.84% | 13 |
|
|
2024
Q2 | $1.37M | Sell |
9,116
-3,487
| -28% | -$525K | 0.96% | 12 |
|
|
2024
Q1 | $1.96M | Buy |
12,603
+666
| +6% | +$104K | 2.02% | 8 |
|
|
2023
Q4 | $1.73M | Buy |
11,937
+575
| +5% | +$83.4K | 1.36% | 10 |
|
|
2023
Q3 | $1.49M | Buy |
11,362
+481
| +4% | +$63K | 1.24% | 10 |
|
|
2023
Q2 | $1.51M | Buy |
10,881
+422
| +4% | +$58.4K | 1.46% | 8 |
|
|
2023
Q1 | $1.4M | Buy |
10,459
+123
| +1% | +$16.5K | 1.43% | 8 |
|
|
2022
Q4 | $1.4M | Buy |
10,336
+2,916
| +39% | +$394K | 1.2% | 11 |
|
|
2022
Q3 | $904K | Buy |
7,420
+423
| +6% | +$51.5K | 0.85% | 12 |
|
|
2022
Q2 | $906K | Buy |
6,997
+4,643
| +197% | +$601K | 0.94% | 12 |
|
|
2022
Q1 | $352K | Buy |
+2,354
| New | +$352K | 0.27% | 24 |
|