CIA
Compass Ion 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 | $391K | Sell |
2,378
-60
| -2% | -$9.87K | 0.04% | 192 |
|
|
2025
Q1 | $391K | Buy |
2,438
+5
| +0.2% | +$803 | 0.05% | 187 |
|
|
2024
Q4 | $394K | Sell |
2,433
-314
| -11% | -$50.8K | 0.05% | 185 |
|
|
2024
Q3 | $461K | Buy |
2,747
+426
| +18% | +$71.4K | 0.06% | 169 |
|
|
2024
Q2 | $362K | Hold |
2,321
| – | – | 0.05% | 168 |
|
|
2024
Q1 | $362K | Buy |
2,321
+113
| +5% | +$17.6K | 0.05% | 168 |
|
|
2023
Q4 | $320K | Sell |
2,208
-33
| -1% | -$4.78K | 0.05% | 177 |
|
|
2023
Q3 | $294K | Buy |
+2,241
| New | +$294K | 0.05% | 188 |
|