Cadence 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
Q2
$1.05M Sell
2025
Q1
$1.17M Sell
2024
Q4
$1.41M Buy
2024
Q3
$1.03M Sell
2024
Q2
$1.37M Sell
2024
Q1
$1.96M Buy
2023
Q4
$1.73M Buy
2023
Q3
$1.49M Buy
2023
Q2
$1.51M Buy
2023
Q1
$1.4M Buy
2022
Q4
$1.4M Buy
2022
Q3
$904K Buy
2022
Q2
$906K Buy
2022
Q1
$352K Buy