Sequoia Financial Advisors’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
Q3
$10.4M Sell
2025
Q2
$10.7M Sell
2025
Q1
$18.8M Sell
2024
Q4
$27.8M Buy
2024
Q3
$580K Sell
2024
Q2
$528K Buy
2024
Q1
$523K Sell
2023
Q4
$489K Buy
2023
Q3
$416K Sell
2023
Q2
$461K Buy
2023
Q1
$432K Buy
2022
Q4
$401K Buy
2021
Q2
Sell
2021
Q1
$208K Buy
2020
Q2
Sell
2020
Q1
$237K Sell
2019
Q4
$354K Sell
2019
Q3
$347K Buy