TW
TritonPoint Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.65M | Sell |
16,027
-500
| -3% | -$82.7K | 0.25% | 95 |
|
2025
Q1 | $2.65M | Sell |
16,527
-1,203
| -7% | -$193K | 0.25% | 91 |
|
2024
Q4 | $2.87M | Sell |
17,730
-196
| -1% | -$31.7K | 0.26% | 95 |
|
2024
Q3 | $3M | Sell |
17,926
-719
| -4% | -$120K | 0.27% | 92 |
|
2024
Q2 | $2.82M | Sell |
18,645
-3,426
| -16% | -$518K | 0.27% | 88 |
|
2024
Q1 | $2.73M | Buy |
22,071
+2,763
| +14% | +$341K | 0.29% | 85 |
|
2023
Q4 | $2.8M | Buy |
+19,308
| New | +$2.8M | 0.27% | 86 |
|