ETF Portfolio Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

ETF Portfolio Partners’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.69M	Sell	49,050 -240	-0.5%	-$46.4K	2.31%	15
2026 Q1	$9.08M	Buy	49,290 +764	+2%	+$143K	2.39%	15
2025 Q4	$8.61M	Buy	48,526 +908	+2%	+$159K	2.22%	15
2025 Q3	$8.31M	Buy	47,618 +1,156	+2%	+$197K	2.21%	16
2025 Q2	$7.64M	Buy	46,462 +3,295	+8%	+$522K	2.12%	16
2025 Q1	$6.93M	Buy	43,167 +39,817	+1,189%	+$6.51M	2.09%	16
2024 Q4	$542K	Buy	3,350 +229	+7%	+$38.6K	0.16%	31
2024 Q3	$523K	Sell	3,121 -349	-10%	-$55.5K	0.15%	33
2024 Q2	$522K	Sell	3,470 -479	-12%	-$72.7K	0.16%	33
2024 Q1	$616K	Buy	3,949 +16	+0.4%	+$2.35K	0.2%	34
2023 Q4	$570K	Buy	3,933 +6	+0.2%	+$806	0.19%	32
2023 Q3	$514K	Buy	3,927 +20	+0.5%	+$2.77K	0.19%	32
2023 Q2	$541K	Buy	3,907 +1,129	+41%	+$151K	0.19%	32
2023 Q1	$372K	Buy	2,778 +176	+7%	+$24.4K	0.14%	38
2022 Q4	$352K	Buy	2,602 +49	+2%	+$6.57K	0.15%	38
2022 Q3	$311K	Buy	2,553 +131	+5%	+$17.7K	0.14%	40
2022 Q2	$314K	Buy	+2,422	New	+$343K	0.14%	39

Other funds holding VOE

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM