Mount Yale Investment Advisors’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
$472K Sell
2,873
-76
-3% -$12.5K 0.04% 353
2025
Q1
$473K Buy
2,949
+76
+3% +$12.2K 0.04% 338
2024
Q4
$465K Hold
2,873
0.04% 352
2024
Q3
$482K Buy
+2,873
New +$482K 0.05% 353