Prosperity Planning’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 Q2	$9.1M	Sell	46,036 -704	-2%	-$136K	2.09%	16
2026 Q1	$8.61M	Sell	46,740 -1,644	-3%	-$307K	2.18%	15
2025 Q4	$8.58M	Sell	48,384 -285	-0.6%	-$49.9K	2.24%	15
2025 Q3	$8.5M	Sell	48,669 -3,032	-6%	-$516K	2.29%	14
2025 Q2	$8.5M	Sell	51,701 -1,420	-3%	-$225K	2.45%	13
2025 Q1	$8.53M	Sell	53,121 -3,963	-7%	-$648K	2.67%	11
2024 Q4	$9.23M	Sell	57,084 -7,382	-11%	-$1.25M	2.96%	11
2024 Q3	$10.8M	Sell	64,466 -8,042	-11%	-$1.28M	3.43%	10
2024 Q2	$10.9M	Sell	72,508 -6,577	-8%	-$998K	3.73%	8
2024 Q1	$12.3M	Buy	79,085 +4,028	+5%	+$591K	4.27%	7
2023 Q4	$10.9M	Buy	75,057 +3,395	+5%	+$456K	4.07%	7
2023 Q3	$9.38M	Buy	71,662 +3,483	+5%	+$482K	3.92%	8
2023 Q2	$9.43M	Buy	68,179 +4,221	+7%	+$563K	3.89%	8
2023 Q1	$8.57M	Buy	63,958 +2,646	+4%	+$367K	3.74%	8
2022 Q4	$8.46M	Hold	61,312	–	–	4.18%	5
2022 Q3	$7.47M	Buy	61,312 +9,116	+17%	+$1.23M	3.9%	8
2022 Q2	$8.46M	Hold	52,196	–	–	4.32%	8
2022 Q1	$8.89M	Hold	52,196	–	–	4.35%	7
2021 Q4	$7.85M	Buy	52,196 +3,895	+8%	+$572K	3.98%	7
2021 Q3	$6.74M	Buy	48,301 +1,622	+3%	+$230K	3.68%	7
2021 Q2	$6.56M	Buy	46,679 +2,671	+6%	+$377K	4.07%	6
2021 Q1	$5.93M	Buy	44,008 +5,082	+13%	+$651K	4.22%	6
2020 Q4	$4.63M	Buy	+38,926	New	+$4.36M	3.92%	6

Other funds holding VOE