Morling 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
2025 Q3	–	Sell	-1	Closed	-$141	–	112
2025 Q2	$141	Hold	1	–	–	﹤0.01%	100
2025 Q1	$138	Hold	1	–	–	﹤0.01%	120
2024 Q4	$138	Hold	1	–	–	﹤0.01%	119
2024 Q3	$142	Sell	1 -2	-67%	-$318	﹤0.01%	98
2024 Q2	$427	Sell	3 -173	-98%	-$26.3K	﹤0.01%	85
2024 Q1	$27.5K	Hold	176	–	–	0.02%	89
2023 Q4	$25.6K	Hold	176	–	–	0.02%	71
2023 Q3	$23.1K	Hold	176	–	–	0.02%	67
2023 Q2	$24.4K	Buy	176 +3	+2%	+$400	0.02%	69
2023 Q1	$23.2K	Hold	173	–	–	0.03%	76
2022 Q4	$23.4K	Hold	173	–	–	0.03%	70
2022 Q3	$21K	Hold	173	–	–	0.03%	64
2022 Q2	$22K	Hold	173	–	–	0.03%	68
2022 Q1	$26K	Hold	173	–	–	0.03%	76
2021 Q4	$26K	Buy	+173	New	+$25.4K	0.02%	74