Forum Financial Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
1,500
+80
+6% +$13.2K ﹤0.01% 778
2025
Q1
$228K Sell
1,420
-68
-5% -$10.9K ﹤0.01% 748
2024
Q4
$241K Buy
1,488
+88
+6% +$14.2K ﹤0.01% 751
2024
Q3
$235K Buy
+1,400
New +$235K ﹤0.01% 640