Cassady Schiller 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
2024
Q4
$7.21M Buy
2024
Q3
$7.08M Buy
2024
Q2
$6.06M Buy
2024
Q1
$5.98M Buy
2023
Q4
$4.94M Buy
2023
Q3
$4.31M Buy
2023
Q2
$4.37M Buy
2023
Q1
$4.17M Buy
2022
Q4
$4.01M Buy
2022
Q3
$3.33M Buy
2022
Q2
$3.54M Sell
2022
Q1
$4.11M Buy
2021
Q4
$3.65M Buy