Optivise Advisory Services’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	$269K	Sell	1,634 -78	-5%	-$12.8K	0.14%	151
2025 Q1	$275K	Sell	1,712 -221	-11%	-$35.5K	0.15%	135
2024 Q4	$313K	Buy	1,933 +8	+0.4%	+$1.29K	0.17%	123
2024 Q3	$323K	Sell	1,925 -1,228	-39%	-$206K	0.17%	115
2024 Q2	$474K	Buy	+3,153	New	+$474K	0.26%	84