McClarren Financial 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
2026 Q1	$846K	Buy	4,590 +2,415	+111%	+$451K	0.5%	36
2025 Q4	$812K	Sell	2,175 -1,995	-48%	-$349K	0.48%	39
2025 Q3	$863K	Sell	4,170 -1,307	-24%	-$222K	0.53%	37
2025 Q2	$901K	Buy	5,477 +494	+10%	+$78.2K	0.59%	36
2025 Q1	$930K	Buy	+4,983	New	+$815K	0.61%	29
2024 Q4	–	Sell	-4,979	Closed	-$547	–	312
2024 Q3	$547	Buy	4,979 +3,926	+373%	+$624K	0.07%	50
2024 Q2	$841K	Sell	1,053 -4,541	-81%	-$689K	0.59%	30
2024 Q1	$873K	Buy	5,594 +40	+0.7%	+$5.87K	0.63%	28
2023 Q4	$805K	Buy	5,554 +2,489	+81%	+$334K	0.61%	28
2023 Q3	$400K	Buy	3,065 +17	+0.6%	+$2.35K	0.35%	47
2023 Q2	$421K	Buy	3,048 +1,608	+112%	+$214K	0.35%	49
2023 Q1	$192K	Buy	1,440 +6	+0.4%	+$832	0.17%	67
2022 Q4	$194K	Buy	1,434 +1,106	+337%	+$148K	0.18%	66
2022 Q3	$39K	Buy	+328	New	+$44.4K	0.04%	157
2022 Q2	–	Sell	-325	Closed	-$48K	–	275
2022 Q1	$48K	Buy	325 +1	+0.3%	+$147	0.03%	129
2021 Q4	$49K	Buy	324 +3	+0.9%	+$441	0.03%	142
2021 Q3	$44K	Buy	321 +1	+0.3%	+$142	0.03%	125
2021 Q2	$45K	Buy	320 +1	+0.3%	+$141	0.04%	127
2021 Q1	$43K	Buy	319 +2	+0.6%	+$256	0.04%	118
2020 Q4	$37K	Buy	+317	New	+$35.5K	0.04%	116