Collaborative 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
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|
2025
Q1 | $624K | Hold |
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|
2024
Q4 | $629K | Hold |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $594K | Hold |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $829K | Sell |
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|
2022
Q4 | $847K | Sell |
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|
2022
Q3 | $801K | Buy |
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|
2022
Q2 | $851K | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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