Topel & Distasi Wealth Management’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 | $942K | Hold |
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|
2025
Q2 | $887K | Hold |
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|
2025
Q1 | $866K | Sell |
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|
2024
Q4 | $1.05M | Hold |
|
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.15M | Hold |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $964K | Hold |
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|
2023
Q2 | $1.02M | Hold |
|
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|
2023
Q1 | $987K | Buy |
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|
2022
Q4 | $910K | Hold |
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|
2022
Q3 | $930K | Hold |
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|
2022
Q2 | $871K | Hold |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.01M | Buy |
|