Householder Group Estate & Retirement Specialist’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Householder Group Estate & Retirement Specialist’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	-1,655	Closed	-$277K	–	1206
2024 Q3	$277K	Sell	1,655 -6	-0.4%	-$954	0.08%	201
2024 Q2	$249K	Sell	1,661 -52	-3%	-$7.89K	0.07%	218
2024 Q1	$267K	Buy	1,713 +37	+2%	+$5.43K	0.08%	203
2023 Q4	$243K	Sell	1,676 -163	-9%	-$21.9K	0.08%	215
2023 Q3	$241K	Buy	+1,839	New	+$255K	0.09%	196
2023 Q1	$230K	Buy	+1,717	New	+$238K	0.09%	186
2022 Q4	–	Sell	-1,713	Closed	-$208K	–	1129
2022 Q3	$208K	Buy	+1,713	New	+$232K	0.09%	183
2022 Q2	–	Sell	-1,851	Closed	-$277K	–	209
2022 Q1	$277K	Buy	1,851 +3	+0.2%	+$441	0.11%	168
2021 Q4	$278K	Buy	+1,848	New	+$271K	0.1%	172

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 $58.2B AUM 22.78% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $202B AUM 37.79% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VOE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 1,655 shares — an estimated $277K sold.

Householder Group Estate & Retirement Specialist first reported a position in VOE in Q4 2021 and held it in 9 quarters. The position peaked at $278K in Q4 2021. 1,112 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,655 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2024, an estimated $277K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 9 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Morningstar Mid-Cap Value ETF position peaked at $278K in Q4 2021.
1,112 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.