Whitaker-Myers Wealth Managers’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Whitaker-Myers Wealth Managers’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 Q4	–	Sell	-1,493	Closed	-$250K	–	139
2024 Q3	$250K	Sell	1,493 -552	-27%	-$87.8K	0.08%	94
2024 Q2	$308K	Sell	2,045 -3,398	-62%	-$516K	0.11%	74
2024 Q1	$849K	Sell	5,443 -36	-0.7%	-$5.29K	0.36%	46
2023 Q4	$794K	Buy	5,479 +437	+9%	+$58.7K	0.4%	41
2023 Q3	$660K	Buy	5,042 +617	+14%	+$85.5K	0.41%	40
2023 Q2	$612K	Buy	4,425 +1,400	+46%	+$187K	0.41%	42
2023 Q1	$406K	Buy	3,025 +787	+35%	+$109K	0.31%	45
2022 Q4	$303K	Buy	+2,238	New	+$300K	0.29%	51

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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