KMG Fiduciary Partners’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 | $992K | Hold |
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|
2025
Q2 | $934K | Hold |
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|
2025
Q1 | $912K | Hold |
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|
2024
Q4 | $919K | Sell |
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|
2024
Q3 | $996K | Sell |
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|
2024
Q2 | $939K | Sell |
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|
2024
Q1 | $976K | Hold |
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|
2023
Q4 | $907K | Hold |
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|
2023
Q3 | $819K | Hold |
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|
2023
Q2 | $866K | Buy |
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|
2023
Q1 | $727K | Buy |
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|
2022
Q4 | $218K | Buy |
|