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

Atlas Private 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
2021 Q2	–	Sell	-235	Closed	-$32K	–	370
2021 Q1	$32K	Hold	235	–	–	0.02%	225
2020 Q4	$28K	Hold	235	–	–	0.02%	240
2020 Q3	$24K	Hold	235	–	–	0.02%	234
2020 Q2	$22K	Buy	+235	New	+$21.6K	0.02%	263

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

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

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

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

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

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

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

Atlas Private Wealth Management's VOE Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2021, closing a stake of 235 shares — an estimated $32K sold.

Atlas Private Wealth Management first reported a position in VOE in Q2 2020 and held it in 4 quarters. The position peaked at $32K in Q1 2021. 719 funds tracked by Wall St. Rank hold VOE as of Q2 2021.

Atlas Private Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 235 Vanguard Mid-Cap Value ETF shares in Q2 2021, an estimated $32K.
Atlas Private Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2020 and held it in 4 quarters.
Atlas Private Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $32K in Q1 2021.
719 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.