Oxford Financial Group’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
$15.5K Sell
94
-574
-86% -$94.4K ﹤0.01% 249
2025
Q1
$107K Hold
668
0.01% 222
2024
Q4
$108K Buy
668
+17
+3% +$2.75K 0.01% 258
2024
Q3
$109K Hold
651
0.01% 251
2024
Q2
$97.9K Buy
+651
New +$97.9K 0.01% 270
2021
Q1
Sell
-10
Closed -$1K 231
2020
Q4
$1K Buy
+10
New +$1K ﹤0.01% 206