Lodestone Wealth Management’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 | $264K | Buy |
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|
2025
Q2 | $239K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $235K | Hold |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $416K | Buy |
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