Forvis Mazars 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
Q3 | $854K | Buy |
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|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $619K | Buy |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $476K | Sell |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $308K | Hold |
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|
2021
Q2 | $310K | Hold |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $422K | Hold |
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|
2019
Q3 | $400K | Hold |
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|
2019
Q2 | $394K | Hold |
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|
2019
Q1 | $382K | Sell |
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|
2018
Q4 | $375K | Hold |
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|
2018
Q3 | $445K | Sell |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $1.03M | Sell |
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|
2017
Q3 | $1.02M | Hold |
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|
2017
Q2 | $991K | Hold |
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|
2017
Q1 | $982K | Sell |
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|
2016
Q4 | $972K | Buy |
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|
2016
Q3 | $936K | Buy |
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|
2016
Q2 | $504K | Buy |
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|
2016
Q1 | $383K | Buy |
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|
2015
Q4 | $378K | Sell |
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|
2015
Q3 | $366K | Sell |
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|
2015
Q2 | $543K | Hold |
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|
2015
Q1 | $551K | Buy |
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