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Evernest Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Evernest Financial 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
2024
Q4 		– Sell
-7,496
Closed -$1.26M – 178
2024
Q3 		$1.26M Buy
+7,496
New +$1.19M 0.34% 51

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evernest Financial Advisors's VOE Position: Q4 2024 in Review

Evernest Financial Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 7,496 shares — an estimated $1.26M sold.

Evernest Financial Advisors first reported a position in VOE in Q3 2024 and held it in 1 quarter. The position peaked at $1.26M in Q3 2024. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Evernest Financial Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 7,496 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $1.26M.
  • Evernest Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's Vanguard Mid-Cap Value ETF position peaked at $1.26M in Q3 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.