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Albion Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Albion Financial Group’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-95
Closed -$15.9K – 697
2024
Q3 		$15.9K Hold
95
– – ﹤0.01% 311
2024
Q2 		$14.3K Buy
+95
New +$14.4K ﹤0.01% 309

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Betterment LLC
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Albion Financial Group's VOE Position: Q4 2024 in Review

Albion Financial Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 95 shares — an estimated $15.9K sold.

Albion Financial Group first reported a position in VOE in Q2 2024 and held it in 2 quarters. The position peaked at $15.9K in Q3 2024. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Albion Financial Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Albion Financial Group sold 95 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $15.9K.
  • Albion Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q2 2024 and held it in 2 quarters.
  • Albion Financial Group's Vanguard Mid-Cap Value ETF position peaked at $15.9K in Q3 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on Albion Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.