Pathstone Family Office’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
2023
Q3
$3.28M Buy
2023
Q2
$2.44M Sell
2023
Q1
$2.63M Buy
2022
Q4
$648K Buy
2022
Q3
$672K Buy
2021
Q3
Sell
2021
Q2
$270K Sell
2021
Q1
$267K Buy
2020
Q4
$207K Sell
2020
Q3
$193K Sell
2020
Q2
$426K Sell
2020
Q1
$586K Buy
2019
Q4
$2.75M Hold
2019
Q3
$260K Sell
2019
Q2
$257K Buy
2019
Q1
$249K Buy
2018
Q4
$14K Buy