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

WealthPLAN 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 Q2	–	Sell	-1,320	Closed	-$206K	–	324
2024 Q1	$206K	Buy	+1,320	New	+$194K	0.02%	290
2023 Q3	–	Sell	-1,372	Closed	-$190K	–	1153
2023 Q2	$190K	Sell	1,372 -89	-6%	-$11.9K	0.03%	297
2023 Q1	$196K	Hold	1,461	–	–	0.02%	305
2022 Q4	$211K	Buy	+1,461	New	+$196K	0.01%	367
2022 Q1	$253K	Buy	1,781 +241	+16%	+$35.4K	0.02%	343
2021 Q4	$225K	Sell	1,540 -93	-6%	-$13.7K	0.01%	353
2021 Q3	$242K	Buy	+1,633	New	+$232K	0.02%	342
2016 Q3	$2.59K	Sell	28 -65	-70%	-$6.01K	﹤0.01%	826
2016 Q2	$2.5K	Buy	+93	New	+$8.18K	﹤0.01%	2199

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's VOE Position: Q2 2024 in Review

WealthPLAN Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2024, closing a stake of 1,320 shares — an estimated $206K sold.

WealthPLAN Partners first reported a position in VOE in Q2 2016 and held it in 9 quarters. The position peaked at $253K in Q1 2022. 985 funds tracked by Wall St. Rank hold VOE as of Q2 2024.

WealthPLAN Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
WealthPLAN Partners sold 1,320 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2024, an estimated $206K.
WealthPLAN Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2016 and held it in 9 quarters.
WealthPLAN Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $253K in Q1 2022.
985 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.