Ironwood Financial’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	$855K	Hold	5,325	–	–	0.18%	77
2025 Q1	$855K	Buy	5,325 +1,259	+31%	+$202K	0.18%	77
2024 Q4	$658K	Buy	4,066 +1,304	+47%	+$211K	0.14%	94
2024 Q3	$463K	Buy	+2,762	New	+$463K	0.1%	108
2021 Q4	–	Sell	-180	Closed	-$25K	–	532
2021 Q3	$25K	Hold	180	–	–	0.01%	262
2021 Q2	$25K	Hold	180	–	–	0.01%	258
2021 Q1	$24K	Hold	180	–	–	0.01%	244
2020 Q4	$21K	Hold	180	–	–	0.01%	246
2020 Q3	$18K	Hold	180	–	–	0.01%	208
2020 Q2	$17K	Hold	180	–	–	0.01%	202
2020 Q1	$15K	Sell	180 -189	-51%	-$15.8K	0.01%	185
2019 Q4	$44K	Hold	369	–	–	0.02%	123
2019 Q3	$42K	Hold	369	–	–	0.02%	133
2019 Q2	$41K	Hold	369	–	–	0.02%	136
2019 Q1	$40K	Hold	369	–	–	0.02%	133
2018 Q4	$35K	Hold	369	–	–	0.02%	132
2018 Q3	$42K	Hold	369	–	–	0.02%	126
2018 Q2	$41K	Hold	369	–	–	0.02%	100
2018 Q1	$40K	Hold	369	–	–	0.04%	84
2017 Q4	$41K	Hold	369	–	–	0.02%	94
2017 Q3	$39K	Hold	369	–	–	0.02%	99
2017 Q2	$38K	Hold	369	–	–	0.02%	96
2017 Q1	$38K	Hold	369	–	–	0.03%	97
2016 Q4	$36K	Hold	369	–	–	0.03%	99
2016 Q3	$35K	Hold	369	–	–	0.03%	105
2016 Q2	$33K	Hold	369	–	–	0.02%	106
2016 Q1	$32K	Buy	+369	New	+$32K	0.02%	109
2015 Q3	$31K	Hold	369	–	–	0.02%	142
2015 Q2	$33K	Hold	369	–	–	0.02%	135
2015 Q1	$34K	Hold	369	–	–	0.02%	133
2014 Q4	$33K	Buy	+369	New	+$33K	0.02%	117