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Essential Planning’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Essential Planning’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,267
Closed -$1.39M – 291
2024
Q4 		$1.39M Buy
+8,267
New +$1.39M 0.01% 215