Acorn Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Acorn Wealth Advisors’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
2022 Q2	–	Sell	-1,383	Closed	-$207K	–	181
2022 Q1	$207K	Sell	1,383 -27	-2%	-$3.97K	0.14%	168
2021 Q4	$212K	Buy	+1,410	New	+$207K	0.13%	168
2021 Q2	–	Sell	-1,817	Closed	-$245K	–	174
2021 Q1	$245K	Buy	1,817 +104	+6%	+$13.3K	0.18%	133
2020 Q4	$204K	Buy	+1,713	New	+$192K	0.16%	142
2020 Q1	–	Sell	-1,738	Closed	-$205K	–	126
2019 Q4	$205K	Buy	+1,738	New	+$200K	0.17%	119
2018 Q3	–	Sell	-1,611	Closed	-$178K	–	438
2018 Q2	$178K	Buy	1,611 +6	+0.4%	+$664	0.15%	119
2018 Q1	$178K	Buy	1,605 +6	+0.4%	+$675	0.15%	120
2017 Q4	$182K	Buy	+1,599	New	+$173K	0.17%	108

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Acorn Wealth Advisors's VOE Position: Q2 2022 in Review

Acorn Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 1,383 shares — an estimated $207K sold.

Acorn Wealth Advisors first reported a position in VOE in Q4 2017 and held it in 8 quarters. The position peaked at $245K in Q1 2021. 842 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

Acorn Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Acorn Wealth Advisors sold 1,383 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2022, an estimated $207K.
Acorn Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and held it in 8 quarters.
Acorn Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $245K in Q1 2021.
842 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2022.

Based on Acorn Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.