Stokes Family Office’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
$3.71M Buy
22,578
+2,750
+14% +$452K 0.39% 62
2025
Q1
$3.18M Buy
19,828
+250
+1% +$40.1K 0.36% 66
2024
Q4
$3.17M Hold
19,578
0.34% 69
2024
Q3
$3.28M Sell
19,578
-1,462
-7% -$245K 0.36% 61
2024
Q2
$3.17M Hold
21,040
0.37% 61
2024
Q1
$3.28M Sell
21,040
-1,470
-7% -$229K 0.41% 62
2023
Q4
$3.26M Sell
22,510
-6,286
-22% -$912K 0.44% 57
2023
Q3
$3.77M Buy
28,796
+724
+3% +$94.8K 0.44% 56
2023
Q2
$3.88M Buy
28,072
+240
+0.9% +$33.2K 0.45% 49
2023
Q1
$3.73M Buy
27,832
+488
+2% +$65.4K 0.46% 50
2022
Q4
$3.7M Buy
27,344
+1,142
+4% +$154K 0.48% 48
2022
Q3
$3.19M Sell
26,202
-719
-3% -$87.6K 0.46% 51
2022
Q2
$3.49M Sell
26,921
-445
-2% -$57.6K 0.48% 51
2022
Q1
$4.1M Sell
27,366
-377
-1% -$56.4K 0.54% 46
2021
Q4
$4.17M Sell
27,743
-14
-0.1% -$2.11K 0.52% 50
2021
Q3
$3.88M Sell
27,757
-520
-2% -$72.6K 0.54% 47
2021
Q2
$3.97M Sell
28,277
-158
-0.6% -$22.2K 0.56% 45
2021
Q1
$3.81M Sell
28,435
-2,460
-8% -$330K 0.59% 44
2020
Q4
$3.68M Buy
30,895
+65
+0.2% +$7.73K 0.72% 37
2020
Q3
$3.13M Sell
30,830
-2,869
-9% -$291K 0.71% 39
2020
Q2
$3.23M Buy
33,699
+16,891
+100% +$1.62M 0.81% 33
2020
Q1
$1.37M Sell
16,808
-1,021
-6% -$83K 0.36% 58
2019
Q4
$2.11M Buy
+17,829
New +$2.11M 0.47% 48