Wellspring 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
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $2.71M | Sell |
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|
2023
Q3 | $2.76M | Buy |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $4M | Buy |
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|
2022
Q4 | $4.03M | Sell |
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|
2022
Q3 | $3.8M | Buy |
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|
2022
Q2 | $3.98M | Sell |
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|
2022
Q1 | $6.63M | Sell |
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|
2021
Q4 | $9.19M | Buy |
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|
2021
Q3 | $8.64M | Buy |
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|
2021
Q2 | $8.18M | Buy |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $6.3M | Sell |
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|
2020
Q3 | $6.3M | Sell |
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|
2020
Q2 | $5.98M | Buy |
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|
2020
Q1 | $1.12M | Buy |
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