Wells Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $207K | Sell |
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|
2025
Q2 | $197K | Hold |
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|
2025
Q1 | $193K | Hold |
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|
2024
Q4 | $194K | Hold |
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|
2024
Q3 | $201K | Sell |
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|
2024
Q2 | $183K | Hold |
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|
2024
Q1 | $189K | Sell |
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|
2023
Q4 | $195K | Hold |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $186K | Hold |
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|
2023
Q1 | $180K | Hold |
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|
2022
Q4 | $182K | Hold |
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|
2022
Q3 | $164K | Hold |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $201K | Hold |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q3 | $187K | Hold |
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|
2021
Q2 | $188K | Sell |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $202K | Buy |
|