Connecticut 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
Q3 | $849K | Sell |
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|
2025
Q2 | $800K | Hold |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $816K | Sell |
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|
2024
Q2 | $745K | Hold |
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|
2024
Q1 | $772K | Buy |
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|
2023
Q4 | $676K | Hold |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $581K | Sell |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | $450K | Hold |
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|
2022
Q2 | $479K | Sell |
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|
2022
Q1 | $603K | Hold |
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|
2021
Q4 | $606K | Hold |
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|
2021
Q3 | $563K | Hold |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $479K | Sell |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $386K | Sell |
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|
2020
Q1 | $365K | Hold |
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|
2019
Q4 | $535K | Hold |
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|
2019
Q3 | $507K | Sell |
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|
2019
Q2 | $512K | Buy |
|