Kovitz Investment Group 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 | $845K | Sell |
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|
2025
Q2 | $874K | Buy |
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|
2025
Q1 | $744K | Sell |
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|
2024
Q4 | $789K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $620K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $341K | Sell |
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|
2020
Q1 | $906K | Sell |
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|
2019
Q4 | $4.11M | Sell |
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|
2019
Q3 | $4.59M | Sell |
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|
2019
Q2 | $4.86M | Buy |
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|
2019
Q1 | $4.62M | Buy |
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