Modera 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 | $13.9M | Sell |
84,223
-928
| -1% | -$153K | 0.17% | 104 |
|
|
2025
Q1 | $13.7M | Buy |
85,151
+1,747
| +2% | +$280K | 0.18% | 103 |
|
|
2024
Q4 | $13.5M | Buy |
+83,404
| New | +$13.5M | 0.16% | 101 |
|
|
2023
Q3 | – | Sell |
-1,775
| Closed | -$246K | – | 584 |
|
|
2023
Q2 | $246K | Buy |
+1,775
| New | +$246K | ﹤0.01% | 494 |
|
|
2022
Q2 | – | Sell |
-3,411
| Closed | -$510K | – | 367 |
|
|
2022
Q1 | $510K | Buy |
3,411
+862
| +34% | +$129K | 0.02% | 208 |
|
|
2021
Q4 | $384K | Buy |
+2,549
| New | +$384K | 0.01% | 335 |
|