Rockbridge Investment 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
Q2 | $476K | Sell |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $593K | Hold |
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|
2024
Q3 | $614K | Sell |
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|
2024
Q2 | $645K | Sell |
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|
2024
Q1 | $671K | Sell |
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|
2023
Q4 | $854K | Sell |
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|
2023
Q3 | $879K | Hold |
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|
2023
Q2 | $928K | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $950K | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $976K | Buy |
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|
2021
Q1 | $892K | Buy |
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|
2020
Q4 | $742K | Sell |
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|
2020
Q3 | $652K | Hold |
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|
2020
Q2 | $615K | Buy |
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