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 |
|