Concord Wealth Partners’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 | $216K | Sell |
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|
2025
Q1 | $246K | Buy |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $195K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $174K | Buy |
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|
2022
Q1 | $200K | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Buy |
|