Summit Financial Strategies’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Summit Financial Strategies’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$790K	Buy
2025 Q1	$439K	Buy
2024 Q4	$438K	Buy
2024 Q3	$249K	Buy
2024 Q2	$210K	Buy
2024 Q1	$218K	Sell
2023 Q4	$210K	Buy