RFS
Retirement Financial Solutions’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Hold |
5,276
| – | – | 0.54% | 20 |
|
|
2025
Q1 | $847K | Buy |
5,276
+35
| +0.7% | +$5.62K | 0.51% | 21 |
|
|
2024
Q4 | $848K | Buy |
5,241
+32
| +0.6% | +$5.18K | 0.46% | 22 |
|
|
2024
Q3 | $873K | Buy |
5,209
+55
| +1% | +$9.22K | 0.38% | 24 |
|
|
2024
Q2 | $775K | Hold |
5,154
| – | – | 0.36% | 24 |
|
|
2024
Q1 | $804K | Buy |
5,154
+24
| +0.5% | +$3.74K | 0.41% | 24 |
|
|
2023
Q4 | $744K | Buy |
5,130
+39
| +0.8% | +$5.66K | 0.42% | 24 |
|
|
2023
Q3 | $667K | Buy |
+5,091
| New | +$667K | 0.45% | 23 |
|