Black Diamond Financial’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	$5.72M	Sell	31,025 -5,826	-16%	-$1.09M	0.62%	35
2025 Q4	$6.54M	Buy	36,851 +961	+3%	+$168K	0.69%	32
2025 Q3	$6.27M	Buy	35,890 +14,226	+66%	+$2.42M	0.7%	33
2025 Q2	$3.56M	Sell	21,664 -2,603	-11%	-$412K	0.55%	36
2025 Q1	$3.9M	Sell	24,267 -787	-3%	-$129K	0.59%	39
2024 Q4	$4.05M	Buy	25,054 +1,325	+6%	+$224K	0.61%	39
2024 Q3	$3.98M	Buy	23,729 +1,173	+5%	+$186K	0.68%	36
2024 Q2	$3.39M	Buy	22,556 +304	+1%	+$46.1K	0.66%	35
2024 Q1	$3.23M	Hold	22,252	–	–	0.87%	29
2023 Q4	$3.23M	Buy	22,252 +1,550	+7%	+$208K	0.87%	29
2023 Q3	$2.71M	Sell	20,702 -93	-0.4%	-$12.9K	0.83%	29
2023 Q2	$2.88M	Buy	20,795 +38	+0.2%	+$5.07K	0.85%	29
2023 Q1	$2.78M	Buy	20,757 +167	+0.8%	+$23.2K	0.91%	27
2022 Q4	$2.78M	Buy	20,590 +5,267	+34%	+$707K	1.01%	26
2022 Q3	$1.87M	Sell	15,323 -1,836	-11%	-$249K	0.75%	30
2022 Q2	$2.22M	Sell	17,159 -9,162	-35%	-$1.3M	0.88%	28
2022 Q1	$3.94M	Buy	26,321 +10,107	+62%	+$1.49M	1.24%	23
2021 Q4	$2.44M	Buy	16,214 +3,604	+29%	+$529K	0.82%	26
2021 Q3	$1.76M	Sell	12,610 -2,906	-19%	-$413K	0.85%	26
2021 Q2	$2.18M	Sell	15,516 -846	-5%	-$120K	0.85%	24
2021 Q1	$2.21M	Sell	16,362 -449	-3%	-$57.5K	0.94%	23
2020 Q4	$2M	Sell	16,811 -1,342	-7%	-$150K	0.92%	25
2020 Q3	$1.84M	Sell	18,153 -226	-1%	-$22.9K	1.03%	21
2020 Q2	$1.76M	Sell	18,379 -5,943	-24%	-$545K	1.15%	22
2020 Q1	$1.98M	Sell	24,322 -7,900	-25%	-$851K	1.5%	21
2019 Q4	$3.84M	Sell	32,222 -2,723	-8%	-$314K	2.78%	12
2019 Q3	$3.95M	Buy	34,945 +4,246	+14%	+$472K	2.91%	12
2019 Q2	$3.42M	Buy	30,699 +154	+0.5%	+$16.9K	2.91%	12
2019 Q1	$3.29M	Sell	30,545 -6,797	-18%	-$714K	2.95%	12
2018 Q4	$3.35M	Buy	+37,342	New	+$3.92M	2.64%	14