IAG Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

IAG Wealth Partners’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 Q1	$737	Hold	4	–	–	﹤0.01%	493
2025 Q4	$709	Hold	4	–	–	﹤0.01%	473
2025 Q3	$698	Hold	4	–	–	﹤0.01%	492
2025 Q2	$658	Hold	4	–	–	﹤0.01%	469
2025 Q1	$642	Buy	+4	New	+$654	﹤0.01%	479
2022 Q4	–	Sell	-10	Closed	-$1K	–	487
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	423
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	426
2022 Q1	$1K	Buy	+10	New	+$1.47K	﹤0.01%	432
2020 Q3	–	Sell	-87	Closed	-$9K	–	433
2020 Q2	$9K	Buy	87 +42	+93%	+$3.85K	﹤0.01%	241
2020 Q1	$4K	Hold	45	–	–	﹤0.01%	291
2019 Q4	$6K	Buy	+45	New	+$5.18K	﹤0.01%	299

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

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return