Summit Trail 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 | $1.07M | Buy |
|
|||||
|
2025
Q2 | $986K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $1.03M | Buy |
|
|||||
|
2024
Q2 | $903K | Hold |
|
|||||
|
2024
Q1 | $930K | Hold |
|
|||||
|
2023
Q4 | $865K | Hold |
|
|||||
|
2023
Q3 | $781K | Buy |
|
|||||
|
2023
Q2 | $325K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $569K | Hold |
|
|||||
|
2021
Q2 | $573K | Hold |
|
|||||
|
2021
Q1 | $550K | Buy |
|