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Triad Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Triad Wealth 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
Q3 		– Sell
-2
Closed -$301 – 907
2024
Q2 		$301 Buy
+2
New +$303 ﹤0.01% 930

Other funds holding VOE

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Triad Wealth Partners's VOE Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2024, closing a stake of 2 shares — an estimated $301 sold.

Triad Wealth Partners first reported a position in VOE in Q2 2024 and held it in 1 quarter. The position peaked at $301 in Q2 2024. 1,035 funds tracked by Wall St. Rank hold VOE as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2024, an estimated $301.
  • Triad Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $301 in Q2 2024.
  • 1,035 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.