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Baldwin Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Baldwin Wealth Partners’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
-22
Closed -$3.69K – 1003
2024
Q3 		$3.69K Sell
22
-51
-70% -$8.11K ﹤0.01% 897
2024
Q2 		$11K Buy
+73
New +$11.1K ﹤0.01% 531

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baldwin Wealth Partners's VOE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 22 shares — an estimated $3.69K sold.

Baldwin Wealth Partners first reported a position in VOE in Q2 2024 and held it in 2 quarters. The position peaked at $11K in Q2 2024. 1,115 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 22 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2024, an estimated $3.69K.
  • Baldwin Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $11K in Q2 2024.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.