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Global Wealth Strategies & Associates’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Global Wealth Strategies & Associates’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
2026
Q2 		– Sell
-57
Closed -$10.5K – 463
2026
Q1 		$10.5K Hold
57
– – ﹤0.01% 310
2025
Q4 		$10.1K Hold
57
– – ﹤0.01% 311
2025
Q3 		$9.95K Hold
57
– – ﹤0.01% 283
2025
Q2 		$9.37K Hold
57
– – ﹤0.01% 229
2025
Q1 		$9.15K Sell
57
-50
-47% -$8.17K ﹤0.01% 274
2024
Q4 		$17.3K Hold
107
– – 0.01% 174
2024
Q3 		$17.9K Hold
107
– – 0.01% 149
2024
Q2 		$16.1K Sell
107
-51
-32% -$7.74K 0.01% 138
2024
Q1 		$24.6K Buy
158
+51
+48% +$7.49K 0.01% 120
2023
Q4 		$15.5K Hold
107
– – 0.01% 137
2023
Q3 		$14K Buy
107
+100
+1,429% +$13.8K 0.01% 136
2023
Q2 		$969 Hold
7
– – ﹤0.01% 275
2023
Q1 		$938 Hold
7
– – ﹤0.01% 294
2022
Q4 		$947 Buy
+7
New +$939 ﹤0.01% 299

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Global Wealth Strategies & Associates's VOE Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 57 shares — an estimated $10.5K sold.

Global Wealth Strategies & Associates first reported a position in VOE in Q4 2022 and held it in 14 quarters. The position peaked at $24.6K in Q1 2024. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 57 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $10.5K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Vanguard Morningstar Mid-Cap Value ETF position peaked at $24.6K in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.