Kingswood Wealth Advisors’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
2025
Q3
$1.74M Buy
2025
Q2
$943K Buy
2025
Q1
$878K Buy
2024
Q4
$642K Buy
2024
Q3
$432K Buy