Navis Wealth 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 | $329K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $238K | Buy |
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