OA
Operose Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
1,353
| – | – | 0.06% | 122 |
|
|
2025
Q1 | $217K | Buy |
1,353
+6
| +0.4% | +$963 | 0.07% | 114 |
|
|
2024
Q4 | $218K | Buy |
1,347
+6
| +0.4% | +$970 | 0.07% | 115 |
|
|
2024
Q3 | $225K | Buy |
1,341
+390
| +41% | +$65.4K | 0.07% | 131 |
|
|
2024
Q2 | $143K | Hold |
951
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $148K | Buy |
951
+889
| +1,434% | +$139K | 0.05% | 170 |
|
|
2023
Q4 | $8.99K | Hold |
62
| – | – | ﹤0.01% | 480 |
|
|
2023
Q3 | $8.12K | Hold |
62
| – | – | ﹤0.01% | 611 |
|
|
2023
Q2 | $8.58K | Hold |
62
| – | – | ﹤0.01% | 285 |
|
|
2023
Q1 | $8.31K | Hold |
62
| – | – | ﹤0.01% | 274 |
|
|
2022
Q4 | $8.39K | Hold |
62
| – | – | ﹤0.01% | 293 |
|
|
2022
Q3 | $8K | Hold |
62
| – | – | 0.01% | 286 |
|
|
2022
Q2 | $8K | Hold |
62
| – | – | 0.01% | 253 |
|
|
2022
Q1 | $9K | Sell |
62
-27
| -30% | -$3.92K | 0.01% | 273 |
|
|
2021
Q4 | $13K | Buy |
+89
| New | +$13K | 0.01% | 243 |
|