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Heritage Wealth Management (Ohio)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Heritage Wealth Management (Ohio)’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
-1,241
Closed -$208K – 239
2024
Q3 		$208K Buy
+1,241
New +$197K 0.07% 221

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Koshinski Asset Management
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Royal Bank of Canada
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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

Heritage Wealth Management (Ohio)'s VOE Position: Q4 2024 in Review

Heritage Wealth Management (Ohio) sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 1,241 shares — an estimated $208K sold.

Heritage Wealth Management (Ohio) first reported a position in VOE in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Heritage Wealth Management (Ohio) reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 1,241 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $208K.
  • Heritage Wealth Management (Ohio) first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s Vanguard Mid-Cap Value ETF position peaked at $208K in Q3 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q4 2024, filed 5 Feb 2025.