Heritage 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
Q2 | $321K | Hold |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $304K | Hold |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $272K | Hold |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $229K | Hold |
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|
2020
Q3 | $196K | Hold |
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|
2020
Q2 | $185K | Hold |
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|
2020
Q1 | $157K | Hold |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $215K | Buy |
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