Elevation Wealth Partners’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 | $415K | Sell |
2,521
-425
| -14% | -$69.9K | 0.16% | 80 |
|
|
2025
Q1 | $473K | Hold |
2,946
| – | – | 0.2% | 71 |
|
|
2024
Q4 | $477K | Sell |
2,946
-755
| -20% | -$122K | 0.2% | 71 |
|
|
2024
Q3 | $621K | Hold |
3,701
| – | – | 0.27% | 56 |
|
|
2024
Q2 | $557K | Buy |
3,701
+250
| +7% | +$37.6K | 0.26% | 59 |
|
|
2024
Q1 | $538K | Sell |
3,451
-2,135
| -38% | -$333K | 0.27% | 63 |
|
|
2023
Q4 | $732K | Buy |
+5,586
| New | +$732K | 0.44% | 48 |
|