Integrated Wealth Concepts’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 | $4.44M | Sell |
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2025
Q1 | $4.36M | Sell |
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2024
Q4 | $5.31M | Buy |
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2024
Q3 | $5.35M | Sell |
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2024
Q2 | $5.12M | Sell |
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2024
Q1 | $15.6M | Sell |
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2023
Q4 | $17.2M | Sell |
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2023
Q3 | $18.7M | Sell |
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2023
Q2 | $21.9M | Buy |
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2023
Q1 | $11.4M | Buy |
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2022
Q4 | $9.05M | Buy |
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2022
Q3 | $455K | Sell |
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2022
Q2 | $502K | Buy |
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2022
Q1 | $526K | Buy |
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2021
Q4 | $513K | Sell |
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2021
Q3 | $501K | Sell |
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2021
Q2 | $510K | Buy |
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2021
Q1 | $394K | Buy |
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2020
Q4 | $296K | Sell |
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2020
Q3 | $255K | Sell |
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2020
Q2 | $346K | Buy |
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2020
Q1 | $290K | Buy |
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2019
Q4 | $399K | Buy |
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2019
Q3 | $374K | Sell |
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2019
Q2 | $382K | Sell |
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2019
Q1 | $365K | Buy |
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2018
Q4 | $267K | Buy |
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2018
Q3 | $301K | Sell |
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2018
Q2 | $437K | Sell |
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2018
Q1 | $315K | Sell |
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2017
Q4 | $339K | Buy |
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