Montag & Associates’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 | $186K | Hold |
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|
2025
Q1 | $181K | Hold |
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|
2024
Q4 | $183K | Sell |
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|
2024
Q3 | $476K | Hold |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $443K | Hold |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $488K | Hold |
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|
2023
Q2 | $515K | Hold |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $146K | Hold |
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|
2022
Q1 | $169K | Hold |
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|
2021
Q4 | $170K | Hold |
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|
2021
Q3 | $158K | Sell |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $375K | Buy |
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|
2020
Q4 | $134K | Buy |
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