Cornerstone Planning Group’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 | $311K | Sell |
1,858
-39
| -2% | -$6.53K | 0.06% | 67 |
|
|
2025
Q1 | $290K | Buy |
1,897
+34
| +2% | +$5.21K | 0.07% | 68 |
|
|
2024
Q4 | $312K | Sell |
1,863
-1,595
| -46% | -$267K | 0.08% | 55 |
|
|
2024
Q3 | $577K | Sell |
3,458
-58,420
| -94% | -$9.75M | 0.15% | 38 |
|
|
2024
Q2 | $9.41M | Buy |
61,878
+4,013
| +7% | +$610K | 2.7% | 13 |
|
|
2024
Q1 | $8.72M | Buy |
57,865
+4,108
| +8% | +$619K | 2.71% | 12 |
|
|
2023
Q4 | $7.8M | Buy |
53,757
+4,771
| +10% | +$692K | 2.57% | 13 |
|
|
2023
Q3 | $6.42M | Buy |
48,986
+7,374
| +18% | +$966K | 2.44% | 12 |
|
|
2023
Q2 | $5.76M | Buy |
+41,612
| New | +$5.76M | 2.28% | 12 |
|
|
2022
Q4 | $4.69M | Buy |
+33,944
| New | +$4.69M | 1.96% | 12 |
|