JPL Wealth Management’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
$245K Hold
1,487
0.07% 107
2025
Q1
$239K Hold
1,487
0.07% 106
2024
Q4
$241K Buy
+1,487
New +$241K 0.07% 118
2024
Q2
$224K Hold
1,487
0.11% 100
2024
Q1
$232K Buy
+1,487
New +$232K 0.13% 103