IVC 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
$5.13M Buy
2025
Q2
$4.74M Buy
2025
Q1
$3.99M Buy
2024
Q4
$3.22M Buy
2024
Q3
$3.29M Sell
2024
Q2
$2.96M Buy
2024
Q1
$2.98M Buy
2023
Q4
$2.57M Buy
2023
Q3
$2.28M Buy
2023
Q2
$2.33M Buy
2023
Q1
$1.99M Buy
2022
Q4
$1.86M Buy
2022
Q3
$1.66M Buy
2022
Q2
$1.61M Buy
2022
Q1
$1.83M Buy
2021
Q4
$1.66M Buy
2021
Q3
$1.29M Buy
2021
Q2
$1.24M Buy
2021
Q1
$913K Buy
2020
Q4
$428K Buy