MorganRosel Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $760K | Buy |
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|
2025
Q2 | $629K | Buy |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $290K | Buy |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $313K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.25M | Buy |
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|
2019
Q3 | $2.12M | Sell |
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|
2019
Q2 | $2.21M | Sell |
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|
2019
Q1 | $2.14M | Buy |
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|
2018
Q4 | $1.88M | Buy |
|