Caldwell Trust’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 | $257K | Sell |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q3 | $180K | Buy |
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|
2022
Q2 | $190K | Sell |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $205K | Buy |
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|
2021
Q2 | $199K | Buy |
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|
2021
Q1 | $105K | Buy |
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