EP Wealth Advisors’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
Q2 | $275M | Buy |
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|
2025
Q1 | $243M | Buy |
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|
2024
Q4 | $206M | Buy |
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|
2024
Q3 | $155M | Buy |
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|
2024
Q2 | $110M | Buy |
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|
2024
Q1 | $101M | Buy |
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|
2023
Q4 | $94.1M | Buy |
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|
2023
Q3 | $73M | Buy |
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|
2023
Q2 | $69.2M | Sell |
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|
2023
Q1 | $4.58M | Sell |
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|
2022
Q4 | $52.1M | Buy |
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|
2022
Q3 | $35.9M | Buy |
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|
2022
Q2 | $33.5M | Buy |
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|
2022
Q1 | $27M | Buy |
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|
2021
Q4 | $21.6M | Buy |
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|
2021
Q3 | $15.5M | Buy |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $3.66M | Buy |
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|
2020
Q4 | $436K | Sell |
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|
2020
Q3 | $2.48M | Sell |
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|
2020
Q2 | $3.93M | Sell |
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|
2020
Q1 | $3.6M | Sell |
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|
2019
Q4 | $6.88M | Buy |
|