Fiduciary Financial Group’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	$509K	Buy	3,057 +106	+4%	+$17.7K	0.09%	135
2025 Q1	$436K	Sell	2,951 -2	-0.1%	-$295	0.09%	135
2024 Q4	$470K	Sell	2,953 -283	-9%	-$45K	0.1%	122
2024 Q3	$536K	Sell	3,236 -570	-15%	-$94.4K	0.12%	99
2024 Q2	$601K	Buy	+3,806	New	+$601K	0.15%	90