RIS
Retirement Income 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 | – | Sell |
-1,931
| Closed | -$310K | – | 166 |
|
|
2025
Q1 | $310K | Hold |
1,931
| – | – | 0.06% | 106 |
|
|
2024
Q4 | $312K | Hold |
1,931
| – | – | 0.06% | 107 |
|
|
2024
Q3 | $324K | Buy |
+1,931
| New | +$324K | 0.07% | 99 |
|
|
2023
Q4 | – | Sell |
-2,709
| Closed | -$355K | – | 146 |
|
|
2023
Q3 | $355K | Hold |
2,709
| – | – | 0.1% | 89 |
|
|
2023
Q2 | $375K | Hold |
2,709
| – | – | 0.1% | 93 |
|
|
2023
Q1 | $363K | Buy |
2,709
+935
| +53% | +$125K | 0.11% | 91 |
|
|
2022
Q4 | $240K | Sell |
1,774
-1,795
| -50% | -$243K | 0.08% | 106 |
|
|
2022
Q3 | $438K | Sell |
3,569
-1,067
| -23% | -$131K | 0.16% | 66 |
|
|
2022
Q2 | $600K | Buy |
+4,636
| New | +$600K | 0.21% | 52 |
|