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Bedel Financial Consulting’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-195
Closed -$29K – 892
2022
Q1 		$29K Buy
195
+76
+64% +$11.2K 0.01% 494
2021
Q4 		$18K Buy
119
+38
+47% +$5.58K 0.01% 590
2021
Q3 		$11K Buy
81
+21
+35% +$2.98K ﹤0.01% 658
2021
Q2 		$8K Buy
60
+6
+11% +$848 ﹤0.01% 715
2021
Q1 		$7K Buy
+54
New +$6.91K ﹤0.01% 699

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bedel Financial Consulting's VOE Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 195 shares — an estimated $29K sold.

Bedel Financial Consulting first reported a position in VOE in Q1 2021 and held it in 5 quarters. The position peaked at $29K in Q1 2022. 840 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 195 Vanguard Mid-Cap Value ETF shares in Q2 2022, an estimated $29K.
  • Bedel Financial Consulting first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's Vanguard Mid-Cap Value ETF position peaked at $29K in Q1 2022.
  • 840 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.