Institute for 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 | $3.98M | Buy |
|
|||||
|
2025
Q1 | $2.69M | Buy |
|
|||||
|
2024
Q4 | $1.38M | Sell |
|
|||||
|
2024
Q3 | $1.46M | Buy |
|
|||||
|
2024
Q2 | $1.07M | Buy |
|
|||||
|
2024
Q1 | $1.11M | Sell |
|
|||||
|
2023
Q4 | $1.06M | Buy |
|
|||||
|
2023
Q3 | $383K | Buy |
|
|||||
|
2023
Q2 | $284K | Buy |
|
|||||
|
2023
Q1 | $244K | Hold |
|
|||||
|
2022
Q4 | $246K | Sell |
|
|||||
|
2022
Q3 | $241K | Buy |
|
|||||
|
2022
Q2 | $256K | Buy |
|
|||||
|
2022
Q1 | $287K | Hold |
|
|||||
|
2021
Q4 | $289K | Hold |
|
|||||
|
2021
Q3 | $268K | Sell |
|
|||||
|
2021
Q2 | $298K | Hold |
|
|||||
|
2021
Q1 | $286K | Hold |
|
|||||
|
2020
Q4 | $252K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $203K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $220K | Buy |
|
|||||
|
2019
Q1 | $210K | Buy |
|