Vertex Planning Partners’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 | $438K | Hold |
2,663
| – | – | 0.09% | 118 |
|
|
2025
Q1 | $428K | Sell |
2,663
-34
| -1% | -$5.46K | 0.09% | 115 |
|
|
2024
Q4 | $436K | Buy |
2,697
+22
| +0.8% | +$3.56K | 0.1% | 118 |
|
|
2024
Q3 | $449K | Hold |
2,675
| – | – | 0.11% | 99 |
|
|
2024
Q2 | $402K | Hold |
2,675
| – | – | 0.1% | 101 |
|
|
2024
Q1 | $417K | Sell |
2,675
-39
| -1% | -$6.08K | 0.12% | 99 |
|
|
2023
Q4 | $394K | Buy |
2,714
+600
| +28% | +$87K | 0.12% | 101 |
|
|
2023
Q3 | $277K | Hold |
2,114
| – | – | 0.1% | 110 |
|
|
2023
Q2 | $293K | Hold |
2,114
| – | – | 0.1% | 110 |
|
|
2023
Q1 | $283K | Hold |
2,114
| – | – | 0.11% | 95 |
|
|
2022
Q4 | $286K | Buy |
+2,114
| New | +$286K | 0.11% | 110 |
|