Lodestone 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 | $239K | Buy |
1,454
+5
| +0.3% | +$822 | 0.12% | 152 |
|
|
2025
Q1 | $233K | Sell |
1,449
-6
| -0.4% | -$963 | 0.12% | 144 |
|
|
2024
Q4 | $235K | Hold |
1,455
| – | – | 0.12% | 136 |
|
|
2024
Q3 | $244K | Sell |
1,455
-1,160
| -44% | -$194K | 0.12% | 132 |
|
|
2024
Q2 | $393K | Buy |
2,615
+3
| +0.1% | +$451 | 0.21% | 107 |
|
|
2024
Q1 | $407K | Buy |
2,612
+5
| +0.2% | +$780 | 0.21% | 107 |
|
|
2023
Q4 | $378K | Buy |
2,607
+6
| +0.2% | +$870 | 0.22% | 106 |
|
|
2023
Q3 | $341K | Sell |
2,601
-294
| -10% | -$38.5K | 0.24% | 95 |
|
|
2023
Q2 | $401K | Sell |
2,895
-170
| -6% | -$23.5K | 0.27% | 89 |
|
|
2023
Q1 | $411K | Sell |
3,065
-8
| -0.3% | -$1.07K | 0.32% | 82 |
|
|
2022
Q4 | $416K | Buy |
+3,073
| New | +$416K | 0.34% | 73 |
|