Chokshi & Queen Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Chokshi & Queen Wealth Advisors’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	-1,733	Closed	-$278K	–	58
2025 Q1	$278K	Hold	1,733	–	–	0.17%	44
2024 Q4	$280K	Buy	+1,733	New	+$292K	0.17%	41

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

Chokshi & Queen Wealth Advisors's VOE Position: Q2 2025 in Review

Chokshi & Queen Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 1,733 shares — an estimated $278K sold.

Chokshi & Queen Wealth Advisors first reported a position in VOE in Q4 2024 and held it in 2 quarters. The position peaked at $280K in Q4 2024. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Chokshi & Queen Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Chokshi & Queen Wealth Advisors sold 1,733 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $278K.
Chokshi & Queen Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and held it in 2 quarters.
Chokshi & Queen Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $280K in Q4 2024.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.