Aspire Private Capital’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Aspire Private Capital’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	-121	Closed	-$20.3K	–	622
2024 Q3	$20.3K	Hold	121	–	–	﹤0.01%	302
2024 Q2	$18.2K	Hold	121	–	–	﹤0.01%	326
2024 Q1	$18.9K	Hold	121	–	–	0.01%	330
2023 Q4	$17.5K	Hold	121	–	–	0.01%	328
2023 Q3	$15.8K	Sell	121 -2	-2%	-$277	0.01%	343
2023 Q2	$17K	Hold	123	–	–	0.01%	314
2023 Q1	$16.5K	Sell	123 -11	-8%	-$1.53K	0.01%	306
2022 Q4	$18.1K	Hold	134	–	–	0.01%	299
2022 Q3	$16K	Sell	134 -5	-4%	-$677	0.01%	300
2022 Q2	$18K	Hold	139	–	–	0.01%	287
2022 Q1	$21K	Hold	139	–	–	0.01%	279
2021 Q4	$21K	Hold	139	–	–	0.01%	284
2021 Q3	$19K	Hold	139	–	–	0.01%	271
2021 Q2	$20K	Sell	139 -95	-41%	-$13.4K	0.01%	280
2021 Q1	$32K	Buy	234 +233	+23,300%	+$29.8K	0.01%	247
2020 Q4	$0	Buy	+1	New	+$112	﹤0.01%	539
2020 Q3	–	Sell	-278	Closed	-$27K	–	516
2020 Q2	$27K	Buy	278 +277	+27,700%	+$25.4K	0.01%	177
2020 Q1	$0	Hold	1	–	–	﹤0.01%	479
2019 Q4	$0	Hold	1	–	–	﹤0.01%	542
2019 Q3	$0	Sell	1 -10	-91%	-$1.11K	﹤0.01%	555
2019 Q2	$1K	Buy	+11	New	+$1.21K	﹤0.01%	490

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Aspire Private Capital's VOE Position: Q4 2024 in Review

Aspire Private Capital sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 121 shares — an estimated $20.3K sold.

Aspire Private Capital first reported a position in VOE in Q2 2019 and held it in 21 quarters. The position peaked at $32K in Q1 2021. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

Aspire Private Capital reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 121 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $20.3K.
Aspire Private Capital first reported a position in Vanguard Mid-Cap Value ETF in Q2 2019 and held it in 21 quarters.
Aspire Private Capital's Vanguard Mid-Cap Value ETF position peaked at $32K in Q1 2021.
1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.