Beaumont 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
2026 Q1	$408K	Sell	2,214 -98	-4%	-$18.3K	0.03%	261
2025 Q4	$410K	Sell	2,312 -80	-3%	-$14K	0.03%	257
2025 Q3	$418K	Sell	2,392 -32	-1%	-$5.45K	0.03%	263
2025 Q2	$399K	Hold	2,424	–	–	0.03%	257
2025 Q1	$389K	Sell	2,424 -35	-1%	-$5.72K	0.03%	257
2024 Q4	$398K	Sell	2,459 -8	-0.3%	-$1.35K	0.03%	253
2024 Q3	$414K	Hold	2,467	–	–	0.03%	233
2024 Q2	$371K	Hold	2,467	–	–	0.03%	245
2024 Q1	$385K	Sell	2,467 -48	-2%	-$7.05K	0.03%	240
2023 Q4	$365K	Hold	2,515	–	–	0.03%	234
2023 Q3	$329K	Sell	2,515 -8	-0.3%	-$1.11K	0.03%	233
2023 Q2	$349K	Sell	2,523 -174	-6%	-$23.2K	0.03%	246
2023 Q1	$362K	Sell	2,697 -14	-0.5%	-$1.94K	0.04%	219
2022 Q4	$367K	Hold	2,711	–	–	0.04%	216
2022 Q3	$330K	Buy	+2,711	New	+$367K	0.03%	223