Valley Wealth Managers’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
$2.7M Sell
2025
Q2
$2.69M Sell
2025
Q1
$2.69M Sell
2024
Q4
$2.74M Sell
2024
Q3
$3.04M Sell
2024
Q2
$2.81M Sell
2024
Q1
$2.93M Sell
2023
Q4
$2.8M Buy
2023
Q3
$2.18M Sell
2023
Q2
$2.37M Sell
2023
Q1
$2.36M Sell
2022
Q4
$2.45M Buy
2022
Q3
$2.08M Sell
2022
Q2
$2.36M Sell
2022
Q1
$3.02M Buy
2021
Q4
$2.96M Buy
2021
Q3
$2.69M Buy
2021
Q2
$2.66M Buy
2021
Q1
$2.23M Buy
2020
Q4
$1.75M Buy
2020
Q3
$1.02M Buy
2020
Q2
$826K Buy