Whalerock Point Partners’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 | $345K | Hold |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $352K | Hold |
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $327K | Hold |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $349K | Hold |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $314K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $293K | Hold |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $246K | Sell |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $479K | Sell |
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|
2019
Q3 | $511K | Buy |
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|
2019
Q2 | $492K | Hold |
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|
2019
Q1 | $477K | Sell |
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|
2018
Q4 | $433K | Sell |
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|
2018
Q3 | $571K | Buy |
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|
2018
Q2 | $485K | Sell |
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|
2018
Q1 | $537K | Hold |
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|
2017
Q4 | $548K | Hold |
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|
2017
Q3 | $519K | Sell |
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|
2017
Q2 | $807K | Sell |
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|
2017
Q1 | $888K | Buy |
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|
2016
Q4 | $644K | Buy |
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|
2016
Q3 | $547K | Buy |
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|
2016
Q1 | $516K | Sell |
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|
2015
Q4 | $529K | Buy |
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|
2015
Q3 | $504K | Buy |
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|
2015
Q2 | $390K | Buy |
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|
2015
Q1 | $367K | Buy |
|