BMS Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

BMS 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
2023 Q1	–	Sell	-1,710	Closed	-$257K	–	121
2022 Q4	$257K	Buy	+1,710	New	+$229K	0.17%	83
2022 Q3	–	Sell	-1,710	Closed	-$257K	–	117
2022 Q2	$257K	Hold	1,710	–	–	0.17%	86
2022 Q1	$256K	Hold	1,710	–	–	0.16%	97
2021 Q4	$257K	Buy	+1,710	New	+$251K	0.16%	88

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BMS Financial Advisors's VOE Position: Q1 2023 in Review

BMS Financial Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 1,710 shares — an estimated $257K sold.

BMS Financial Advisors first reported a position in VOE in Q4 2021 and held it in 4 quarters. The position peaked at $257K in Q4 2022. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

BMS Financial Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
BMS Financial Advisors sold 1,710 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $257K.
BMS Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and held it in 4 quarters.
BMS Financial Advisors's Vanguard Mid-Cap Value ETF position peaked at $257K in Q4 2022.
905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on BMS Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.