Kingswood Wealth Advisors’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	$943K	Buy	5,733 +265	+5%	+$43.6K	0.07%	275
2025 Q1	$878K	Buy	5,468 +1,501	+38%	+$241K	0.08%	274
2024 Q4	$642K	Buy	3,967 +1,390	+54%	+$225K	0.05%	370
2024 Q3	$432K	Buy	+2,577	New	+$432K	0.03%	494