Moneta Group Investment Advisors’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
Q2 | $144M | Buy |
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|
2025
Q1 | $132M | Buy |
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|
2024
Q4 | $127M | Buy |
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|
2024
Q3 | $128M | Buy |
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|
2024
Q2 | $112M | Buy |
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|
2024
Q1 | $115M | Buy |
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|
2023
Q4 | $75.6M | Buy |
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|
2023
Q3 | $62.5M | Buy |
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|
2023
Q2 | $60.3M | Buy |
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|
2023
Q1 | $52.4M | Buy |
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|
2022
Q4 | $43.8M | Buy |
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|
2022
Q3 | $32.6M | Sell |
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|
2022
Q2 | $35.1M | Buy |
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|
2022
Q1 | $27.1M | Buy |
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|
2021
Q4 | $21.6M | Buy |
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|
2021
Q3 | $17.6M | Buy |
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|
2021
Q2 | $14.8M | Buy |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $10.5M | Buy |
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|
2020
Q3 | $8.21M | Sell |
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|
2020
Q2 | $8.1M | Buy |
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|
2020
Q1 | $6.7M | Buy |
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|
2019
Q4 | $8.63M | Buy |
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|
2019
Q3 | $8.08M | Buy |
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|
2019
Q2 | $7.91M | Buy |
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|
2019
Q1 | $7.5M | Buy |
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|
2018
Q4 | $6.17M | Buy |
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|
2018
Q3 | $7.19M | Buy |
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|
2018
Q2 | $4.64M | Buy |
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|
2018
Q1 | $4.26M | Buy |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $893K | Buy |
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|
2017
Q2 | $762K | Buy |
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|
2017
Q1 | $325K | Hold |
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|
2016
Q4 | $310K | Hold |
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|
2016
Q3 | $298K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $284K | Sell |
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|
2015
Q4 | $407K | Sell |
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|
2015
Q3 | $464K | Buy |
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|
2015
Q2 | $503K | Buy |
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