WR Wealth Planners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

WR Wealth Planners’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	$378K	Hold	2,339	–	–	0.12%	109
2024 Q3	$392K	Sell	2,339 -124	-5%	-$19.7K	0.11%	119
2024 Q2	$371K	Sell	2,463 -199	-7%	-$30.2K	0.11%	115
2024 Q1	$415K	Sell	2,662 -176	-6%	-$25.8K	0.13%	108
2023 Q4	$412K	Buy	2,838 +140	+5%	+$18.8K	0.15%	121
2023 Q3	$353K	Buy	2,698 +129	+5%	+$17.9K	0.13%	123
2023 Q2	$355K	Buy	2,569 +2,142	+502%	+$286K	0.14%	118
2023 Q1	$57.2K	Buy	+427	New	+$59.2K	0.02%	302
2022 Q2	–	Sell	-3	Closed	-$449	–	550
2022 Q1	$449	Buy	+3	New	+$441	﹤0.01%	481

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 $58.2B AUM 22.78% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

WR Wealth Planners's VOE Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q4 2024 at 2,339 shares worth $378K. The position accounts for 0.12% of the portfolio, ranked #109.

WR Wealth Planners first reported a position in VOE in Q1 2022 and has held it in 9 quarters since. The position peaked at $415K in Q1 2024. 1,111 funds tracked by Wall St. Rank hold VOE as of Q4 2024.

WR Wealth Planners held 2,339 shares of Vanguard Morningstar Mid-Cap Value ETF worth $378K as of Q4 2024.
WR Wealth Planners left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q4 2024.
Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of WR Wealth Planners's portfolio in Q4 2024, its #109 holding.
WR Wealth Planners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 9 quarters since.
WR Wealth Planners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $415K in Q1 2024.
1,111 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.