Mosaic Family Wealth Partners’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 | $6.83M | Buy |
41,503
+2,303
| +6% | +$379K | 0.87% | 16 |
|
|
2025
Q1 | $6.29M | Buy |
39,200
+1,120
| +3% | +$180K | 0.89% | 15 |
|
|
2024
Q4 | $6.16M | Buy |
38,080
+111
| +0.3% | +$18K | 0.89% | 16 |
|
|
2024
Q3 | $6.37M | Buy |
37,969
+47
| +0.1% | +$7.88K | 0.94% | 14 |
|
|
2024
Q2 | $5.7M | Buy |
37,922
+1,534
| +4% | +$231K | 0.92% | 17 |
|
|
2024
Q1 | $5.67M | Buy |
36,388
+2,104
| +6% | +$328K | 0.93% | 15 |
|
|
2023
Q4 | $4.97M | Sell |
34,284
-1,182
| -3% | -$171K | 0.86% | 18 |
|
|
2023
Q3 | $4.64M | Buy |
35,466
+49
| +0.1% | +$6.42K | 0.93% | 15 |
|
|
2023
Q2 | $4.9M | Sell |
35,417
-1,241
| -3% | -$172K | 0.96% | 15 |
|
|
2023
Q1 | $4.91M | Buy |
36,658
+144
| +0.4% | +$19.3K | 1.03% | 15 |
|
|
2022
Q4 | $4.94M | Buy |
+36,514
| New | +$4.94M | 1.39% | 11 |
|