Congress Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
8,927
+1,185
| +15% | +$195K | 0.01% | 615 |
|
|
2025
Q1 | $1.24M | Buy |
7,742
+4,393
| +131% | +$706K | 0.01% | 582 |
|
|
2024
Q4 | $542K | Buy |
3,349
+107
| +3% | +$17.3K | 0.01% | 623 |
|
|
2024
Q3 | $544K | Buy |
+3,242
| New | +$544K | 0.01% | 627 |
|
|
2022
Q1 | – | Sell |
-4,760
| Closed | -$716K | – | 643 |
|
|
2021
Q4 | $716K | Buy |
+4,760
| New | +$716K | 0.01% | 409 |
|