Topel & Distasi Wealth Management’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 | $887K | Hold |
5,394
| – | – | 0.47% | 36 |
|
|
2025
Q1 | $866K | Sell |
5,394
-1,073
| -17% | -$172K | 0.4% | 48 |
|
|
2024
Q4 | $1.05M | Hold |
6,467
| – | – | 0.45% | 47 |
|
|
2024
Q3 | $1.08M | Sell |
6,467
-363
| -5% | -$60.9K | 0.45% | 47 |
|
|
2024
Q2 | $1.03M | Sell |
6,830
-529
| -7% | -$79.6K | 0.45% | 45 |
|
|
2024
Q1 | $1.15M | Hold |
7,359
| – | – | 0.51% | 41 |
|
|
2023
Q4 | $1.07M | Hold |
7,359
| – | – | 0.51% | 39 |
|
|
2023
Q3 | $964K | Hold |
7,359
| – | – | 0.51% | 42 |
|
|
2023
Q2 | $1.02M | Hold |
7,359
| – | – | 0.51% | 42 |
|
|
2023
Q1 | $987K | Buy |
7,359
+632
| +9% | +$84.7K | 0.51% | 43 |
|
|
2022
Q4 | $910K | Hold |
6,727
| – | – | 0.51% | 41 |
|
|
2022
Q3 | $930K | Hold |
6,727
| – | – | 0.51% | 43 |
|
|
2022
Q2 | $871K | Hold |
6,727
| – | – | 0.5% | 43 |
|
|
2022
Q1 | $1.01M | Hold |
6,727
| – | – | 0.42% | 49 |
|
|
2021
Q4 | $1.01M | Buy |
+6,727
| New | +$1.01M | 0.41% | 50 |
|