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Northwest Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Northwest Financial Advisors’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
-294
Closed -$49.3K – 529
2024
Q3 		$49.3K Buy
+294
New +$46.7K 0.04% 229
2024
Q1 		– Sell
-15
Closed -$2.17K – 512
2023
Q4 		$2.17K Buy
+15
New +$2.02K ﹤0.01% 489

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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

Northwest Financial Advisors's VOE Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 294 shares — an estimated $49.3K sold.

Northwest Financial Advisors first reported a position in VOE in Q4 2023 and held it in 2 quarters. The position peaked at $49.3K in Q3 2024. 1,110 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 294 Vanguard Mid-Cap Value ETF shares in Q4 2024, an estimated $49.3K.
  • Northwest Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Vanguard Mid-Cap Value ETF position peaked at $49.3K in Q3 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.