Waller Financial Planning Group’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 | $499K | Sell |
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|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $487K | Sell |
|
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|
2024
Q3 | $513K | Sell |
|
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|
2024
Q2 | $462K | Hold |
|
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|
2024
Q1 | $479K | Sell |
|
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|
2023
Q4 | $474K | Sell |
|
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|
2023
Q3 | $447K | Hold |
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|
2023
Q2 | $473K | Buy |
|
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|
2023
Q1 | $450K | Sell |
|
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $730K | Buy |
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|
2022
Q2 | $731K | Sell |
|
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|
2022
Q1 | $861K | Buy |
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|
2021
Q4 | $841K | Sell |
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|
2021
Q3 | $820K | Buy |
|
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|
2021
Q2 | $825K | Buy |
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|
2021
Q1 | $782K | Sell |
|
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|
2020
Q4 | $702K | Sell |
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|
2020
Q3 | $606K | Hold |
|
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|
2020
Q2 | $572K | Sell |
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|
2020
Q1 | $761K | Buy |
|
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|
2019
Q4 | $835K | Sell |
|
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|
2019
Q3 | $801K | Sell |
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|
2019
Q2 | $812K | Sell |
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|
2019
Q1 | $837K | Buy |
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|
2018
Q4 | $695K | Buy |
|