Strategic Investment 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	$22.1M	Buy	120,022 +23,216	+24%	+$4.34M	1.53%	17
2025 Q4	$17.2M	Buy	96,806 +12,677	+15%	+$2.22M	1.49%	18
2025 Q3	$16.2M	Sell	84,129 -3,851	-4%	-$655K	1.46%	17
2025 Q2	$14.5M	Buy	87,980 +7,277	+9%	+$1.15M	1.41%	21
2025 Q1	$13M	Buy	80,703 +7,206	+10%	+$1.18M	1.37%	23
2024 Q4	$11.9M	Buy	73,497 +6,275	+9%	+$1.06M	1.26%	25
2024 Q3	$11.3M	Buy	67,222 +3,148	+5%	+$500K	1.23%	23
2024 Q2	$9.64M	Buy	64,074 +2,181	+4%	+$331K	1.18%	22
2024 Q1	$9.65M	Buy	61,893 +5,710	+10%	+$838K	1.24%	21
2023 Q4	$8.15M	Buy	56,183 +1,052	+2%	+$141K	1.18%	24
2023 Q3	$7.22M	Sell	55,131 -52,781	-49%	-$7.31M	1.19%	20
2023 Q2	$14.9M	Buy	107,912 +55,816	+107%	+$7.44M	2.07%	11
2023 Q1	$6.98M	Buy	52,096 +4,732	+10%	+$656K	1.26%	18
2022 Q4	$6.41M	Buy	47,364 +8,432	+22%	+$1.13M	1.33%	20
2022 Q3	$4.74M	Buy	38,932 +7,193	+23%	+$974K	1.07%	22
2022 Q2	$4.11M	Buy	31,739 +1,070	+3%	+$151K	0.82%	25
2022 Q1	$4.59M	Buy	30,669 +593	+2%	+$87.2K	0.87%	25
2021 Q4	$4.52M	Buy	30,076 +468	+2%	+$68.7K	0.87%	28
2021 Q3	$4.13M	Buy	29,608 +900	+3%	+$128K	0.91%	29
2021 Q2	$4.03M	Sell	28,708 -823	-3%	-$116K	0.92%	27
2021 Q1	$3.98M	Buy	29,531 +411	+1%	+$52.6K	1.03%	27
2020 Q4	$3.46M	Buy	29,120 +22,007	+309%	+$2.47M	1%	30
2020 Q3	$722K	Buy	7,113 +882	+14%	+$89.3K	0.24%	76
2020 Q2	$596K	Buy	6,231 +348	+6%	+$31.9K	0.22%	79
2020 Q1	$478K	Buy	5,883 +1,013	+21%	+$109K	0.22%	82
2019 Q4	$580K	Buy	4,870 +1,391	+40%	+$160K	0.24%	71
2019 Q3	$393K	Sell	3,479 -145	-4%	-$16.1K	0.19%	86
2019 Q2	$408K	Buy	+3,624	New	+$397K	0.22%	76