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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$258K Hold
1,567
– – 0.07% 85
2025
Q1 		$252K Hold
1,567
– – 0.08% 65
2024
Q4 		$253K Hold
1,567
– – 0.08% 66
2024
Q3 		$263K Hold
1,567
– – 0.08% 56
2024
Q2 		$236K Hold
1,567
– – 0.08% 58
2024
Q1 		$244K Buy
+1,567
New +$244K 0.09% 57