Waypoint Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2024
         Q3  | $1.02M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $913K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $946K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $882K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $795K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $840K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $814K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $821K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $739K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $786K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $908K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $913K | Buy | 
         |