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VOEVOE
23 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in VANGUARD MID-CAP VALUE ETF

RWA WEALTH PARTNERS, LLC holds 4,147 shares of VOE (VANGUARD MID-CAP VALUE ETF), worth $819,472 as of 2026-Q2. The position was increased (+9.9% shares). VOE represents 0.0% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$819,472

Current Shares

4,147

Total Value Change

-$12.4M

Total Shares Change

-118,527

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,147
+9.9%
$819,4720.0%$197.60
27
2026-Q1
Increased
3,772
+1.4%
$695,1350.0%$191.35
25
2025-Q4
Increased
3,718
+2.9%
$659,4840.0%$178.84
25
2025-Q3
Decreased
3,615
-36.5%
$631,1450.0%$173.12
0
2025-Q2
Unchanged
5,696
0.0%
$936,7850.0%$161.96
0
2025-Q1
Decreased
5,696
-1.5%
$914,4560.0%$156.62
0
2024-Q4
Increased
5,781
+4.8%
$935,2120.0%$157.87
26
2024-Q3
Increased
5,515
+25.9%
$924,7220.0%$162.65
31
2024-Q2
Decreased
4,381
-0.4%
$659,0340.0%$145.55
0
2024-Q1
Decreased
4,397
-2.0%
$685,5660.0%$149.97
0
2023-Q4
Decreased
4,489
-30.8%
$650,8780.0%$138.82
0
2023-Q3
Increased
6,484
+0.0%
$849,1190.0%$124.39
25
2023-Q2
Decreased
6,483
-0.2%
$897,1610.0%$129.67
0
2023-Q1
Decreased
6,497
-18.3%
$871,0270.0%$124.11
0
2022-Q4
Decreased
7,952
-50.5%
$1.1M0.0%$126.37
0
2022-Q3
Increased
16,069
+21.6%
$2M0.1%$113.64
37
2022-Q2
New
13,214
-
$1.7M0.1%$120.13
43
2020-Q2
Exited
0
-100.0%
$00.0%$83.51
0
2020-Q1
Decreased
6,125
-94.8%
$498,0000.1%$73.13
0
2019-Q4
Increased
118,945
+6.2%
$14.2M1.4%$103.43
47
2019-Q3
Decreased
111,996
-12.1%
$12.7M1.3%$97.55
0
2019-Q2
Increased
127,434
+3.9%
$14.2M1.5%$95.95
46
2019-Q1
New
122,674
-
$13.2M1.5%$92.45
64

Other major holders of VOE: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, MORGAN STANLEY, ROYAL BANK OF CANADA, EP Wealth Advisors, LLC

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