Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$27.5M Sell
148,588
-96,521
-39% -$18M 0.06% 306
2025
Q4 		$44.7M Buy
245,109
+3,744
+2% +$655K 0.06% 280
2025
Q3 		$42.1M Sell
241,365
-1,508
-0.6% -$257K 0.06% 270
2025
Q2 		$40.7M Sell
242,873
-2,568
-1% -$407K 0.07% 263
2025
Q1 		$39.4M Buy
245,441
+6,347
+3% +$1.04M 0.08% 246
2024
Q4 		$38.7M Buy
239,094
+21,362
+10% +$3.6M 0.07% 249
2024
Q3 		$36.5M Sell
217,732
-18,257
-8% -$2.9M 0.08% 240
2024
Q2 		$35.5M Buy
235,989
+19,741
+9% +$3M 0.08% 225
2024
Q1 		$33.7M Buy
216,248
+17,503
+9% +$2.57M 0.09% 221
2023
Q4 		$28.8M Sell
198,745
-10,207
-5% -$1.37M 0.08% 223
2023
Q3 		$27.4M Buy
+208,952
New +$28.9M 0.09% 220
2022
Q3 		– Sell
-58,908
Closed -$7.73M – 384
2022
Q2 		$7.73M Buy
58,908
+27,912
+90% +$3.95M 0.11% 96
2022
Q1 		$4.64M Buy
+30,996
New +$4.56M 0.06% 136

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return