Walled Lake Planning & 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
Q2 | $412K | Sell |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $412K | Sell |
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|
2024
Q3 | $434K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $397K | Sell |
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|
2021
Q2 | $402K | Sell |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $293K | Sell |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $453K | Buy |
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