EWM
Empirical Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
62,564
+4,900
| +8% | +$806K | 0.23% | 87 |
|
|
2025
Q1 | $9.26M | Buy |
57,664
+6,109
| +12% | +$981K | 0.24% | 89 |
|
|
2024
Q4 | $8.34M | Buy |
51,555
+4,376
| +9% | +$708K | 0.23% | 86 |
|
|
2024
Q3 | $7.91M | Buy |
47,179
+14,185
| +43% | +$2.38M | 0.22% | 89 |
|
|
2024
Q2 | $4.96M | Buy |
32,994
+5,042
| +18% | +$758K | 0.15% | 110 |
|
|
2024
Q1 | $4.36M | Buy |
27,952
+2,984
| +12% | +$465K | 0.13% | 117 |
|
|
2023
Q4 | $3.62M | Buy |
24,968
+4,063
| +19% | +$589K | 0.12% | 119 |
|
|
2023
Q3 | $2.74M | Buy |
20,905
+3,603
| +21% | +$472K | 0.11% | 128 |
|
|
2023
Q2 | $2.39M | Sell |
17,302
-1,459
| -8% | -$202K | 0.1% | 138 |
|
|
2023
Q1 | $2.52M | Sell |
18,761
-269
| -1% | -$36.1K | 0.11% | 123 |
|
|
2022
Q4 | $2.57M | Buy |
19,030
+5,205
| +38% | +$704K | 0.12% | 119 |
|
|
2022
Q3 | $1.68M | Sell |
13,825
-822
| -6% | -$100K | 0.09% | 141 |
|
|
2022
Q2 | $1.9M | Buy |
14,647
+5,589
| +62% | +$724K | 0.1% | 133 |
|
|
2022
Q1 | $1.36M | Sell |
9,058
-1,340
| -13% | -$201K | 0.07% | 176 |
|
|
2021
Q4 | $1.56M | Buy |
10,398
+2,106
| +25% | +$317K | 0.08% | 160 |
|
|
2021
Q3 | $1.16M | Buy |
8,292
+2,027
| +32% | +$283K | 0.07% | 168 |
|
|
2021
Q2 | $880K | Buy |
6,265
+537
| +9% | +$75.4K | 0.05% | 205 |
|
|
2021
Q1 | $773K | Buy |
5,728
+2,588
| +82% | +$349K | 0.06% | 191 |
|
|
2020
Q4 | $373K | Buy |
+3,140
| New | +$373K | 0.03% | 277 |
|