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Axim Planning & Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-305
Closed -$37K – 160
2022
Q3 		$37K Buy
305
+301
+7,525% +$40.7K 0.04% 60
2022
Q2 		$1K Buy
+4
New +$566 ﹤0.01% 140

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Axim Planning & Wealth's VOE Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 305 shares — an estimated $37K sold.

Axim Planning & Wealth first reported a position in VOE in Q2 2022 and held it in 2 quarters. The position peaked at $37K in Q3 2022. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 305 Vanguard Mid-Cap Value ETF shares in Q4 2022, an estimated $37K.
  • Axim Planning & Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Vanguard Mid-Cap Value ETF position peaked at $37K in Q3 2022.
  • 912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.