Marotta Asset 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
2026
Q2
$42.8M Sell
216,004
-1,448
-0.7% -$280K 7.13% 1
2026
Q1
$40.2M Sell
217,452
-6,414
-3% -$1.2M 7.39% 1
2025
Q4
$39.7M Buy
223,866
+587
+0.3% +$103K 7.35% 1
2025
Q3
$38.9M Buy
223,279
+2,876
+1% +$489K 7.32% 1
2025
Q2
$36.2M Sell
220,403
-16,574
-7% -$2.62M 7.27% 1
2025
Q1
$39.7M Buy
236,977
+14,407
+6% +$2.36M 7.8% 1
2024
Q4
$35.9M Sell
222,570
-14,407
-6% -$2.43M 7.51% 1
2024
Q3
$39.7M Sell
236,977
-1,578
-0.7% -$251K 7.8% 1
2024
Q2
$35.5M Sell
238,555
-2,436
-1% -$370K 7.35% 1
2024
Q1
$37.6M Sell
240,991
-4,237
-2% -$622K 7.77% 1
2023
Q4
$35.6M Sell
245,228
-2,615
-1% -$351K 7.64% 1
2023
Q3
$32.5M Sell
247,843
-9,540
-4% -$1.32M 7.51% 1
2023
Q2
$35.6M Buy
+257,383
New +$34.3M 7.94% 1
2022
Q4
$32.9M Buy
243,306
+2,480
+1% +$333K 7.92% 1
2022
Q3
$29.3M Buy
240,826
+9,336
+4% +$1.26M 7.65% 2
2022
Q2
$30.4M Buy
231,490
+17,045
+8% +$2.41M 7.48% 1
2022
Q1
$32.1M Buy
214,445
+7,723
+4% +$1.14M 7.47% 1
2021
Q4
$31.1M Buy
206,722
+2,189
+1% +$321K 7.04% 2
2021
Q3
$28.6M Buy
204,533
+9,622
+5% +$1.37M 6.9% 2
2021
Q2
$27.6M Buy
194,911
+295
+0.2% +$41.7K 6.63% 3
2021
Q1
$26.5M Sell
194,616
-4,644
-2% -$595K 6.78% 3
2020
Q4
$23.7M Buy
199,260
+9,718
+5% +$1.09M 6.25% 3
2020
Q3
$19.2M Buy
189,542
+10,416
+6% +$1.06M 5.83% 4
2020
Q2
$17.1M Buy
179,126
+28,707
+19% +$2.63M 5.5% 4
2020
Q1
$11.6M Buy
150,419
+3,619
+2% +$390K 4.45% 8
2019
Q4
$17.3M Buy
+146,800
New +$16.9M 5.3% 5

Other funds holding VOE