SFS
Summit Financial Strategies’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Buy |
4,805
+2,072
| +76% | +$341K | 0.07% | 67 |
|
|
2025
Q1 | $439K | Buy |
2,733
+26
| +1% | +$4.17K | 0.04% | 92 |
|
|
2024
Q4 | $438K | Buy |
2,707
+1,219
| +82% | +$197K | 0.05% | 91 |
|
|
2024
Q3 | $249K | Buy |
1,488
+89
| +6% | +$14.9K | 0.03% | 125 |
|
|
2024
Q2 | $210K | Buy |
1,399
+2
| +0.1% | +$301 | 0.03% | 136 |
|
|
2024
Q1 | $218K | Sell |
1,397
-49
| -3% | -$7.64K | 0.03% | 134 |
|
|
2023
Q4 | $210K | Buy |
+1,446
| New | +$210K | 0.03% | 135 |
|