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

Atlas Private 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
2021 Q4	–	Sell	-6	Closed	-$1K	–	682
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	735
2021 Q2	$1K	Buy	+6	New	+$848	﹤0.01%	763

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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

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

Atlas Private Wealth Advisors's VOE Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2021, closing a stake of 6 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in VOE in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 831 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 6 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2021, an estimated $1K.
Atlas Private Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and held it in 2 quarters.
Atlas Private Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1K in Q3 2021.
831 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.