Summit Wealth & Retirement Planning’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio VOE Stock Details VOE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$259K	Sell
2025 Q4	$278K	Hold
2025 Q3	$274K	Hold
2025 Q2	$258K	Hold
2025 Q1	$252K	Hold
2024 Q4	$253K	Hold
2024 Q3	$263K	Hold
2024 Q2	$236K	Hold
2024 Q1	$244K	Buy