Falcon Wealth Planning’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
Q3
$26.5M Buy
2025
Q2
$23.6M Sell
2025
Q1
$23.6M Sell
2024
Q4
$27M Buy
2024
Q3
$27.4M Sell
2024
Q2
$30.5M Buy
2024
Q1
$30.7M Sell
2023
Q4
$30.2M Buy
2023
Q3
$26.4M Buy
2023
Q2
$26.1M Buy
2023
Q1
$23.4M Buy
2022
Q4
$21.5M Buy
2022
Q3
$17.2M Buy
2022
Q2
$16.4M Buy
2022
Q1
$18.3M Buy
2021
Q4
$16.5M Buy
2021
Q3
$14.2M Buy
2021
Q2
$12.4M Buy
2021
Q1
$11.4M Buy
2020
Q4
$9.57M Buy