WealthPLAN Partners’s Vanguard 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 $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 $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return