Investments & Financial Planning LLC’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 | $462K | Buy |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | $466K | Sell |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $3.9M | Sell |
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|
2023
Q2 | $4.15M | Sell |
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|
2023
Q1 | $4.27M | Sell |
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|
2022
Q4 | $4.78M | Buy |
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|
2022
Q2 | $4.58M | Sell |
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|
2022
Q1 | $5.55M | Buy |
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|
2021
Q4 | $5.38M | Buy |
|