Wescott Financial Advisory 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
Q2
$1.4M Sell
2025
Q1
$1.38M Sell
2024
Q4
$1.4M Sell
2024
Q3
$1.53M Sell
2024
Q2
$1.86M Buy
2024
Q1
$1.89M Sell
2023
Q4
$2.07M Sell
2023
Q3
$1.89M Sell
2023
Q2
$2.04M Sell
2023
Q1
$2.12M Sell
2022
Q4
$2.18M Buy
2022
Q3
$1.96M Buy
2022
Q2
$2.04M Sell
2022
Q1
$2.48M Buy