Whitaker-Myers Wealth Managers’s Vanguard Morningstar 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 $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

Whitaker-Myers Wealth Managers's VOE Position: Q4 2024 in Review

Whitaker-Myers Wealth Managers sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2024, closing a stake of 1,493 shares — an estimated $250K sold.

Whitaker-Myers Wealth Managers first reported a position in VOE in Q4 2022 and held it in 8 quarters. The position peaked at $849K in Q1 2024. 1,114 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

Whitaker-Myers Wealth Managers reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 1,493 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2024, an estimated $250K.
Whitaker-Myers Wealth Managers first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and held it in 8 quarters.
Whitaker-Myers Wealth Managers's Vanguard Morningstar Mid-Cap Value ETF position peaked at $849K in Q1 2024.
1,114 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2024, filed 15 Jan 2025.