Phillips Financial Management’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
Q3 | $1.93M | Buy |
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|
2025
Q2 | $1.79M | Hold |
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|
2025
Q1 | $1.75M | Hold |
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|
2024
Q4 | $1.76M | Hold |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.14M | Hold |
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|
2023
Q4 | $1.99M | Hold |
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|
2023
Q3 | $1.8M | Hold |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $1.78M | Hold |
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|
2022
Q3 | $1.61M | Hold |
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|
2022
Q2 | $1.71M | Hold |
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|
2022
Q1 | $1.97M | Sell |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $2.21M | Sell |
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|
2021
Q2 | $2.28M | Hold |
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|
2021
Q1 | $2.19M | Sell |
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|
2020
Q4 | $2.09M | Sell |
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|
2020
Q3 | $1.79M | Sell |
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|
2020
Q2 | $1.79M | Buy |
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|
2020
Q1 | $858K | Buy |
|