Castle Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Castle Wealth Management’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$283K	Sell
2023 Q2	$1.19M	Sell
2023 Q1	$1.63M	Sell
2022 Q4	$1.98M	Sell
2022 Q3	$1.95M	Buy
2022 Q2	$723K	Buy