Rialto Wealth Management’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
$540K Sell
3,286
-29
-0.9% -$4.77K 0.15% 95
2025
Q1
$532K Sell
3,315
-340
-9% -$54.6K 0.17% 92
2024
Q4
$591K Buy
+3,655
New +$591K 0.2% 80