Planning Directions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Sell |
6,922
-201
| -3% | -$37.5K | 0.65% | 32 |
|
|
2025
Q4 | $1.26M | Sell |
7,123
-753
| -10% | -$132K | 0.64% | 28 |
|
|
2025
Q3 | $1.38M | Sell |
7,876
-140
| -2% | -$23.8K | 0.72% | 24 |
|
|
2025
Q2 | $1.32M | Sell |
8,016
-4,876
| -38% | -$772K | 0.74% | 27 |
|
|
2025
Q1 | $2.07M | Buy |
12,892
+3,508
| +37% | +$574K | 0.88% | 30 |
|
|
2024
Q4 | $1.52M | Sell |
9,384
-68
| -0.7% | -$11.5K | 0.88% | 23 |
|
|
2024
Q3 | $1.58M | Sell |
9,452
-61
| -0.6% | -$9.7K | 0.94% | 21 |
|
|
2024
Q2 | $1.43M | Sell |
9,513
-759
| -7% | -$115K | 0.97% | 22 |
|
|
2024
Q1 | $1.6M | Sell |
10,272
-1,888
| -16% | -$277K | 1.11% | 19 |
|
|
2023
Q4 | $1.76M | Sell |
12,160
-631
| -5% | -$84.8K | 1.26% | 17 |
|
|
2023
Q3 | $1.68M | Buy |
12,791
+237
| +2% | +$32.8K | 1.28% | 16 |
|
|
2023
Q2 | $1.74M | Sell |
12,554
-123
| -1% | -$16.4K | 1.26% | 17 |
|
|
2023
Q1 | $1.7M | Sell |
12,677
-87
| -0.7% | -$12.1K | 1.26% | 17 |
|
|
2022
Q4 | $1.73M | Buy |
12,764
+746
| +6% | +$100K | 1.32% | 17 |
|
|
2022
Q3 | $1.46M | Buy |
12,018
+20
| +0.2% | +$2.71K | 1.18% | 18 |
|
|
2022
Q2 | $1.55M | Buy |
11,998
+4
| +0% | +$566 | 1.19% | 20 |
|
|
2022
Q1 | $1.79M | Sell |
11,994
-316
| -3% | -$46.5K | 1.26% | 19 |
|
|
2021
Q4 | $1.85M | Sell |
12,310
-115
| -0.9% | -$16.9K | 1.23% | 19 |
|
|
2021
Q3 | $1.74M | Sell |
12,425
-1,000
| -7% | -$142K | 1.26% | 18 |
|
|
2021
Q2 | $1.89M | Sell |
13,425
-175
| -1% | -$24.7K | 1.38% | 17 |
|
|
2021
Q1 | $1.83M | Sell |
13,600
-21
| -0.2% | -$2.69K | 1.44% | 17 |
|
|
2020
Q4 | $1.62M | Buy |
13,621
+131
| +1% | +$14.7K | 1.31% | 19 |
|
|
2020
Q3 | $1.37M | Buy |
13,490
+369
| +3% | +$37.4K | 1.21% | 20 |
|
|
2020
Q2 | $1.26M | Buy |
+13,121
| New | +$1.2M | 1.17% | 20 |
|
|
2020
Q1 | – | Sell |
-14,061
| Closed | -$1.68M | – | 98 |
|
|
2019
Q4 | $1.68M | Sell |
14,061
-506
| -3% | -$58.3K | 1.55% | 16 |
|
|
2019
Q3 | $1.65M | Sell |
14,567
-488
| -3% | -$54.2K | 1.58% | 14 |
|
|
2019
Q2 | $1.68M | Buy |
15,055
+396
| +3% | +$43.4K | 1.7% | 14 |
|
|
2019
Q1 | $1.58M | Sell |
14,659
-263
| -2% | -$27.6K | 1.88% | 13 |
|
|
2018
Q4 | $1.42M | Sell |
14,922
-303
| -2% | -$31.8K | 1.76% | 13 |
|
|
2018
Q3 | $1.72M | Sell |
15,225
-348
| -2% | -$39.5K | 1.6% | 16 |
|
|
2018
Q2 | $1.72M | Sell |
15,573
-335
| -2% | -$37.1K | 1.66% | 16 |
|
|
2018
Q1 | $1.74M | Buy |
+15,908
| New | +$1.79M | 1.71% | 13 |
|
Other funds holding VOE
EWA
TCIIS
Planning Directions's VOE Position: Q1 2026 in Review
Planning Directions reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.8% in Q1 2026, selling an estimated $37.5K and leaving 6,922 shares worth $1.28M. The position accounts for 0.65% of the portfolio, ranked #32.
Planning Directions first reported a position in VOE in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.07M in Q1 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.
- Planning Directions held 6,922 shares of Vanguard Mid-Cap Value ETF worth $1.28M as of Q1 2026.
- Planning Directions sold 201 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $37.5K.
- Vanguard Mid-Cap Value ETF made up 0.65% of Planning Directions's portfolio in Q1 2026, its #32 holding.
- Planning Directions first reported a position in Vanguard Mid-Cap Value ETF in Q1 2018 and has held it in 32 quarters since.
- Planning Directions's Vanguard Mid-Cap Value ETF position peaked at $2.07M in Q1 2025.
- 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.
Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.