Patten & Patten’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 | $246K | Hold |
1,498
| – | – | 0.02% | 291 |
|
|
2025
Q1 | $240K | Hold |
1,498
| – | – | 0.02% | 291 |
|
|
2024
Q4 | $242K | Sell |
1,498
-2
| -0.1% | -$324 | 0.02% | 285 |
|
|
2024
Q3 | $252K | Buy |
+1,500
| New | +$252K | 0.02% | 278 |
|
|
2024
Q2 | – | Sell |
-1,319
| Closed | -$206K | – | 313 |
|
|
2024
Q1 | $206K | Sell |
1,319
-216
| -14% | -$33.7K | 0.01% | 299 |
|
|
2023
Q4 | $223K | Hold |
1,535
| – | – | 0.02% | 264 |
|
|
2023
Q3 | $201K | Hold |
1,535
| – | – | 0.02% | 271 |
|
|
2023
Q2 | $212K | Hold |
1,535
| – | – | 0.02% | 262 |
|
|
2023
Q1 | $206K | Hold |
1,535
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $208K | Buy |
+1,535
| New | +$208K | 0.02% | 257 |
|