Oliver Lagore Vanvalin Investment Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q1	–	Sell	-6	Closed	-$877	–	831
2023 Q4	$877	Buy	+6	New	+$806	﹤0.01%	668
2023 Q2	–	Sell	-49	Closed	-$6.57K	–	842
2023 Q1	$6.57K	Buy	+49	New	+$6.8K	﹤0.01%	446

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 $173B AUM 20.72% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's VOE Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2024, closing a stake of 6 shares — an estimated $877 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in VOE in Q1 2023 and held it in 2 quarters. The position peaked at $6.57K in Q1 2023. 979 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 6 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2024, an estimated $877.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and held it in 2 quarters.
Oliver Lagore Vanvalin Investment Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.57K in Q1 2023.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.