Cedar Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Cedar Wealth Management’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	-645	Closed	-$108K	–	256
2024 Q3	$108K	Buy	645 +128	+25%	+$20.3K	0.03%	125
2024 Q2	$77.8K	Sell	517 -17	-3%	-$2.58K	0.03%	142
2024 Q1	$83.3K	Hold	534	–	–	0.03%	140
2023 Q4	$77.4K	Buy	534 +34	+7%	+$4.57K	0.03%	134
2023 Q3	$65.5K	Hold	500	–	–	0.03%	143
2023 Q2	$69.2K	Hold	500	–	–	0.03%	141
2023 Q1	$67K	Hold	500	–	–	0.03%	136
2022 Q4	$67.6K	Sell	500 -25	-5%	-$3.35K	0.03%	128
2022 Q3	$64K	Sell	525 -100	-16%	-$13.5K	0.03%	150
2022 Q2	$81K	Sell	625 -500	-44%	-$70.7K	0.04%	142
2022 Q1	$168K	Buy	+1,125	New	+$165K	0.07%	121

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

Cedar Wealth Management's VOE Position: Q4 2024 in Review

Cedar Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 645 shares — an estimated $108K sold.

Cedar Wealth Management first reported a position in VOE in Q1 2022 and held it in 11 quarters. The position peaked at $168K in Q1 2022. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

Cedar Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 645 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $108K.
Cedar Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and held it in 11 quarters.
Cedar Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $168K in Q1 2022.
1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.