Klingman & Associates’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 | $386K | Sell |
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|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $425K | Hold |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $523K | Buy |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $490K | Hold |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $386K | Buy |
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|
2020
Q4 | $308K | Sell |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q2 | $244K | Buy |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $266K | Buy |
|