Cascade Financial Partners’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
$2.94M Buy
17,859
+455
+3% +$74.8K 0.35% 58
2025
Q1
$2.79M Hold
17,404
0.35% 56
2024
Q4
$2.82M Buy
17,404
+1,980
+13% +$320K 0.37% 53
2024
Q3
$2.59M Buy
15,424
+150
+1% +$25.2K 0.32% 56
2024
Q2
$2.3M Buy
15,274
+483
+3% +$72.7K 0.3% 58
2024
Q1
$2.21M Buy
+14,791
New +$2.21M 0.32% 55