Evermay Wealth Management’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 | $77.8K | Sell |
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|
2025
Q1 | $85.8K | Buy |
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|
2024
Q4 | $86.1K | Sell |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $26.1K | Hold |
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|
2023
Q3 | $23.6K | Hold |
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|
2023
Q2 | $24.9K | Buy |
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|
2023
Q1 | $15.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $25K | Buy |
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