Clark Financial Services 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
2026 Q1	–	Sell	-3,012	Closed	-$545K	–	126
2025 Q4	$545K	Sell	3,012 -8,533	-74%	-$1.49M	0.29%	50
2025 Q3	$2.02M	Buy	11,545 +15	+0.1%	+$2.55K	1.07%	18
2025 Q2	$1.9M	Sell	11,530 -372	-3%	-$58.9K	1.17%	17
2025 Q1	$1.91M	Sell	11,902 -9	-0.1%	-$1.47K	1.32%	16
2024 Q4	$1.93M	Buy	11,911 +269	+2%	+$45.4K	1.47%	14
2024 Q3	$1.95M	Sell	11,642 -47	-0.4%	-$7.47K	1.78%	10
2024 Q2	$1.76M	Buy	11,689 +574	+5%	+$87.1K	1.86%	9
2024 Q1	$1.73M	Buy	11,115 +68	+0.6%	+$9.98K	2.09%	8
2023 Q4	$1.6M	Sell	11,047 -65	-0.6%	-$8.73K	2.05%	8
2023 Q3	$1.46M	Sell	11,112 -108	-1%	-$15K	1.99%	9
2023 Q2	$1.55M	Buy	11,220 +438	+4%	+$58.4K	2.1%	7
2023 Q1	$1.45M	Sell	10,782 -585	-5%	-$81.2K	2.13%	8
2022 Q4	$1.54M	Buy	+11,367	New	+$1.52M	1.77%	10