Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $261K | Buy |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $211K | Buy |
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