Realta Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Realta Investment 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
2025 Q2	–	Sell	-200	Closed	-$32.1K	–	340
2025 Q1	$32.1K	Hold	200	–	–	0.01%	249
2024 Q4	$32.5K	Buy	+200	New	+$33.7K	0.01%	267
2023 Q4	–	Sell	-25	Closed	-$3.46K	–	788
2023 Q3	$3.46K	Hold	25	–	–	﹤0.01%	738
2023 Q2	$3.46K	Buy	+25	New	+$3.33K	﹤0.01%	788
2023 Q1	–	Sell	-73	Closed	-$9.82K	–	815
2022 Q4	$9.82K	Buy	73 +11	+18%	+$1.48K	﹤0.01%	720
2022 Q3	$8K	Buy	+62	New	+$8.39K	﹤0.01%	721
2020 Q1	–	Sell	-63	Closed	-$8K	–	1355
2019 Q4	$8K	Buy	63 +6	+11%	+$691	﹤0.01%	1214
2019 Q3	$7K	Sell	57 -1	-2%	-$111	﹤0.01%	1239
2019 Q2	$7K	Buy	58 +44	+314%	+$4.82K	﹤0.01%	1277
2019 Q1	$2K	Buy	+14	New	+$1.47K	﹤0.01%	1238

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Realta Investment Advisors's VOE Position: Q2 2025 in Review

Realta Investment Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 200 shares — an estimated $32.1K sold.

Realta Investment Advisors first reported a position in VOE in Q1 2019 and held it in 10 quarters. The position peaked at $32.5K in Q4 2024. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Realta Investment Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Realta Investment Advisors sold 200 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $32.1K.
Realta Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's Vanguard Mid-Cap Value ETF position peaked at $32.5K in Q4 2024.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.