Copia 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
$600K Buy
3,650
+171
+5% +$28.1K 0.51% 44
2025
Q1
$559K Hold
3,479
0.52% 42
2024
Q4
$563K Buy
+3,479
New +$563K 0.54% 40