WR Wealth Planners’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
Q4
$378K Hold
2024
Q3
$392K Sell
2024
Q2
$371K Sell
2024
Q1
$415K Sell
2023
Q4
$412K Buy
2023
Q3
$353K Buy
2023
Q2
$355K Buy
2023
Q1
$57.2K Buy
2022
Q2
Sell
2022
Q1
$449 Buy