BSSFA
VOE icon

Baron Silver Stevens Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Baron Silver Stevens Financial 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
Q4 		– Sell
-28
Closed -$252 – 143
2022
Q3 		$252 Buy
+28
New +$3.79K 0.07% 77

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

Baron Silver Stevens Financial Advisors's VOE Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 28 shares — an estimated $252 sold.

Baron Silver Stevens Financial Advisors first reported a position in VOE in Q3 2022 and held it in 1 quarter. The position peaked at $252 in Q3 2022. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

  • Baron Silver Stevens Financial Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 28 Vanguard Mid-Cap Value ETF shares in Q4 2022, an estimated $252.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Vanguard Mid-Cap Value ETF position peaked at $252 in Q3 2022.
  • 912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.