Joel Isaacson & Co’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
8,890
+2,336
| +36% | +$384K | 0.06% | 132 |
|
|
2025
Q1 | $1.05M | Buy |
6,554
+43
| +0.7% | +$6.9K | 0.05% | 152 |
|
|
2024
Q4 | $1.05M | Sell |
6,511
-15
| -0.2% | -$2.43K | 0.05% | 145 |
|
|
2024
Q3 | $1.09M | Buy |
6,526
+4,567
| +233% | +$766K | 0.05% | 134 |
|
|
2024
Q2 | $295K | Hold |
1,959
| – | – | 0.02% | 277 |
|
|
2024
Q1 | $305K | Buy |
+1,959
| New | +$305K | 0.02% | 273 |
|
|
2022
Q3 | – | Sell |
-4,323
| Closed | -$560K | – | 307 |
|
|
2022
Q2 | $560K | Buy |
+4,323
| New | +$560K | 0.05% | 154 |
|