Values Added Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Values Added Financial’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$709K	Sell
2025 Q2	$945K	Buy
2025 Q1	$766K	Buy
2024 Q4	$643K	Buy
2024 Q3	$477K	Sell
2024 Q2	$537K	Buy
2024 Q1	$439K	Hold
2023 Q4	$408K	Buy
2023 Q3	$326K	Buy
2023 Q2	$281K	Buy