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Jaffetilchin Investment Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-94
Closed -$15.8K – 1284
2024
Q3 		$15.8K Buy
+94
New +$14.9K ﹤0.01% 811

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AssetMark Inc
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Koshinski Asset Management
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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

Jaffetilchin Investment Partners's VOE Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 94 shares — an estimated $15.8K sold.

Jaffetilchin Investment Partners first reported a position in VOE in Q3 2024 and held it in 1 quarter. The position peaked at $15.8K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 94 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2024, an estimated $15.8K.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $15.8K in Q3 2024.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.