Altium Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Altium Wealth Management’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	$329K	Hold	2,542	–	–	0.02%	289
2022 Q1	$380K	Sell	2,542 -24	-0.9%	-$3.53K	0.02%	299
2021 Q4	$386K	Sell	2,566 -7	-0.3%	-$1.03K	0.02%	294
2021 Q3	$359K	Hold	2,573	–	–	0.03%	290
2021 Q2	$362K	Hold	2,573	–	–	0.03%	287
2021 Q1	$347K	Buy	+2,573	New	+$329K	0.03%	285

Other funds holding VOE

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Altium Wealth Management's VOE Position: Q2 2022 in Review

Altium Wealth Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2022 at 2,542 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #289.

Altium Wealth Management first reported a position in VOE in Q1 2021 and has held it in 6 quarters since. The position peaked at $386K in Q4 2021. 840 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

Altium Wealth Management held 2,542 shares of Vanguard Mid-Cap Value ETF worth $329K as of Q2 2022.
Altium Wealth Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2022.
Vanguard Mid-Cap Value ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #289 holding.
Altium Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and has held it in 6 quarters since.
Altium Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $386K in Q4 2021.
840 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.