Curated Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$506K	Hold	3,079	–	–	0.06%	94
2025 Q1	$494K	Sell	3,079 -69	-2%	-$11.1K	0.06%	89
2024 Q4	$509K	Buy	+3,148	New	+$509K	0.06%	85