Cassaday & Co Wealth Management’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 | $577K | Sell |
3,508
-92
| -3% | -$15.1K | 0.01% | 196 |
|
|
2025
Q1 | $578K | Buy |
3,600
+92
| +3% | +$14.8K | 0.02% | 179 |
|
|
2024
Q4 | $567K | Hold |
3,508
| – | – | 0.02% | 179 |
|
|
2024
Q3 | $588K | Sell |
3,508
-90
| -3% | -$15.1K | 0.02% | 168 |
|
|
2024
Q2 | $541K | Buy |
3,598
+443
| +14% | +$66.6K | 0.02% | 164 |
|
|
2024
Q1 | $492K | Buy |
3,155
+654
| +26% | +$102K | 0.02% | 171 |
|
|
2023
Q4 | $363K | Sell |
2,501
-7
| -0.3% | -$1.02K | 0.01% | 185 |
|
|
2023
Q3 | $328K | Buy |
2,508
+7
| +0.3% | +$917 | 0.01% | 180 |
|
|
2023
Q2 | $346K | Hold |
2,501
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $335K | Sell |
2,501
-179
| -7% | -$24K | 0.01% | 195 |
|
|
2022
Q4 | $362K | Buy |
+2,680
| New | +$362K | 0.02% | 175 |
|