CIA
Choate Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Hold |
8,787
| – | – | 0.03% | 163 |
|
|
2025
Q1 | $1.41M | Buy |
8,787
+700
| +9% | +$112K | 0.04% | 160 |
|
|
2024
Q4 | $1.31M | Hold |
8,087
| – | – | 0.03% | 167 |
|
|
2024
Q3 | $1.36M | Hold |
8,087
| – | – | 0.03% | 166 |
|
|
2024
Q2 | $1.22M | Hold |
8,087
| – | – | 0.03% | 173 |
|
|
2024
Q1 | $1.26M | Buy |
+8,087
| New | +$1.26M | 0.03% | 172 |
|
|
2023
Q2 | – | Sell |
-833
| Closed | -$112K | – | 358 |
|
|
2023
Q1 | $112K | Hold |
833
| – | – | 0.01% | 271 |
|
|
2022
Q4 | $113K | Buy |
+833
| New | +$113K | 0.01% | 284 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 379 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 377 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 351 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 311 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 298 |
|