Carolinas Wealth Consulting’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-385	Closed	-$61.8K	–	927
2025 Q1	$61.8K	Hold	385	–	–	0.01%	323
2024 Q4	$62.3K	Hold	385	–	–	0.01%	329
2024 Q3	$64.6K	Hold	385	–	–	0.01%	325
2024 Q2	$58.3K	Hold	385	–	–	0.01%	343
2024 Q1	$60K	Hold	385	–	–	0.01%	346
2023 Q4	$55.8K	Hold	385	–	–	0.01%	322
2023 Q3	$48.6K	Hold	385	–	–	0.01%	313
2023 Q2	$53.3K	Hold	385	–	–	0.01%	334
2023 Q1	$51.6K	Hold	385	–	–	0.01%	353
2022 Q4	$52.1K	Buy	385 +350	+1,000%	+$47K	0.01%	355
2022 Q3	$4K	Hold	35	–	–	﹤0.01%	694
2022 Q2	$5K	Hold	35	–	–	﹤0.01%	665
2022 Q1	$5K	Hold	35	–	–	﹤0.01%	706
2021 Q4	$5K	Hold	35	–	–	﹤0.01%	718
2021 Q3	$5K	Hold	35	–	–	﹤0.01%	684
2021 Q2	$5K	Hold	35	–	–	﹤0.01%	707
2021 Q1	$5K	Hold	35	–	–	﹤0.01%	722
2020 Q4	$4K	Hold	35	–	–	﹤0.01%	683
2020 Q3	$4K	Hold	35	–	–	﹤0.01%	611
2020 Q2	$3K	Hold	35	–	–	﹤0.01%	470
2020 Q1	$3K	Hold	35	–	–	﹤0.01%	167
2019 Q4	$4K	Buy	+35	New	+$4.03K	﹤0.01%	87

Other funds holding VOE

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

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

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

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Carolinas Wealth Consulting's VOE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 385 shares — an estimated $61.8K sold.

Carolinas Wealth Consulting first reported a position in VOE in Q4 2019 and held it in 22 quarters. The position peaked at $64.6K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 385 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $61.8K.
Carolinas Wealth Consulting first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and held it in 22 quarters.
Carolinas Wealth Consulting's Vanguard Mid-Cap Value ETF position peaked at $64.6K in Q3 2024.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.