Wells Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.48K	Sell	46 -1,053	-96%	-$197K	0.04%	51
2025 Q4	$195K	Sell	1,099 -86	-7%	-$15.1K	0.37%	35
2025 Q3	$207K	Sell	1,185 -15	-1%	-$2.55K	0.28%	41
2025 Q2	$197K	Hold	1,200	–	–	0.27%	41
2025 Q1	$193K	Hold	1,200	–	–	0.27%	39
2024 Q4	$194K	Hold	1,200	–	–	0.26%	41
2024 Q3	$201K	Sell	1,200 -15	-1%	-$2.38K	0.27%	39
2024 Q2	$183K	Hold	1,215	–	–	0.12%	53
2024 Q1	$189K	Sell	1,215 -130	-10%	-$19.1K	0.13%	43
2023 Q4	$195K	Hold	1,345	–	–	0.14%	40
2023 Q3	$176K	Hold	1,345	–	–	0.14%	40
2023 Q2	$186K	Hold	1,345	–	–	0.14%	39
2023 Q1	$180K	Hold	1,345	–	–	0.14%	41
2022 Q4	$182K	Hold	1,345	–	–	0.15%	41
2022 Q3	$164K	Hold	1,345	–	–	0.16%	35
2022 Q2	$174K	Hold	1,345	–	–	0.16%	35
2022 Q1	$201K	Hold	1,345	–	–	0.17%	36
2021 Q4	$202K	Buy	1,345 +6	+0.4%	+$881	0.16%	37
2021 Q3	$187K	Hold	1,339	–	–	0.16%	38
2021 Q2	$188K	Sell	1,339 -1,596	-54%	-$226K	0.16%	38
2021 Q1	$396K	Buy	2,935 +1,234	+73%	+$158K	0.36%	32
2020 Q4	$202K	Buy	+1,701	New	+$191K	0.17%	36