Marcum Wealth’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
Q1 | $595K | Sell |
|
|||||
|
2024
Q4 | $760K | Buy |
|
|||||
|
2024
Q3 | $634K | Hold |
|
|||||
|
2024
Q2 | $568K | Buy |
|
|||||
|
2024
Q1 | $551K | Buy |
|
|||||
|
2023
Q4 | $512K | Buy |
|
|||||
|
2023
Q3 | $461K | Sell |
|
|||||
|
2023
Q2 | $489K | Sell |
|
|||||
|
2023
Q1 | $643K | Sell |
|
|||||
|
2022
Q4 | $668K | Sell |
|
|||||
|
2022
Q3 | $710K | Sell |
|
|||||
|
2022
Q2 | $938K | Sell |
|
|||||
|
2022
Q1 | $1.15M | Sell |
|
|||||
|
2021
Q4 | $1.25M | Sell |
|
|||||
|
2021
Q3 | $1.41M | Sell |
|
|||||
|
2021
Q2 | $1.65M | Sell |
|
|||||
|
2021
Q1 | $1.97M | Sell |
|
|||||
|
2020
Q4 | $1.96M | Sell |
|
|||||
|
2020
Q3 | $2.2M | Buy |
|
|||||
|
2020
Q2 | $2.05M | Buy |
|