Vertex Planning Partners’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
Q2 | $438K | Hold |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $449K | Hold |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $417K | Sell |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $286K | Buy |
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