BCR Wealth Strategies’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

BCR Wealth Strategies’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	-323	Closed	-$39K	–	95
2022 Q3	$39K	Hold	323	–	–	0.04%	47
2022 Q2	$42K	Hold	323	–	–	0.04%	47
2022 Q1	$48K	Hold	323	–	–	0.05%	46
2021 Q4	$49K	Buy	+323	New	+$47.4K	0.05%	44

Other funds holding VOE

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 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

BCR Wealth Strategies's VOE Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 323 shares — an estimated $39K sold.

BCR Wealth Strategies first reported a position in VOE in Q4 2021 and held it in 4 quarters. The position peaked at $49K in Q4 2021. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

BCR Wealth Strategies reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 323 Vanguard Mid-Cap Value ETF shares in Q4 2022, an estimated $39K.
BCR Wealth Strategies first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and held it in 4 quarters.
BCR Wealth Strategies's Vanguard Mid-Cap Value ETF position peaked at $49K in Q4 2021.
912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.