Elevation 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
Q3
$455K Buy
2025
Q2
$415K Sell
2025
Q1
$473K Hold
2024
Q4
$477K Sell
2024
Q3
$621K Hold
2024
Q2
$557K Buy
2024
Q1
$538K Sell
2023
Q4
$732K Buy