Ledge Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Ledge Wealth Management’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
2023 Q4	$7.24M	Buy	49,901 +294	+0.6%	+$39.5K	2.81%	8
2023 Q3	$6.5M	Buy	49,607 +1,020	+2%	+$141K	2.92%	8
2023 Q2	$6.72M	Sell	48,587 -989	-2%	-$132K	3.21%	8
2023 Q1	$6.65M	Buy	49,576 +610	+1%	+$84.6K	3.15%	8
2022 Q4	$6.62M	Buy	48,966 +3,633	+8%	+$487K	3.02%	9
2022 Q3	$5.52M	Sell	45,333 -1,512	-3%	-$205K	3.38%	7
2022 Q2	$6.07M	Buy	46,845 +3,730	+9%	+$528K	3.73%	7
2022 Q1	$6.45M	Buy	+43,115	New	+$6.34M	4.01%	6

Other funds holding VOE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ledge Wealth Management's VOE Position: Q4 2023 in Review

Ledge Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.59% in Q4 2023, buying an estimated $39.5K and bringing the position to 49,901 shares worth $7.24M. The position accounts for 2.81% of the portfolio, ranked #8.

Ledge Wealth Management first reported a position in VOE in Q1 2022 and has held it in 8 quarters since. 971 funds tracked by Wall St. Rank hold VOE as of Q4 2023.

Ledge Wealth Management held 49,901 shares of Vanguard Mid-Cap Value ETF worth $7.24M as of Q4 2023.
Ledge Wealth Management bought 294 Vanguard Mid-Cap Value ETF shares in Q4 2023, an estimated $39.5K.
Vanguard Mid-Cap Value ETF made up 2.81% of Ledge Wealth Management's portfolio in Q4 2023, its #8 holding.
Ledge Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and has held it in 8 quarters since.
971 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.