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

Buck 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
2023
Q4 		– Sell
-114
Closed -$14.9K – 333
2023
Q3 		$14.9K Buy
+114
New +$15.8K 0.01% 179

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Buck Wealth Strategies's VOE Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2023, closing a stake of 114 shares — an estimated $14.9K sold.

Buck Wealth Strategies first reported a position in VOE in Q3 2023 and held it in 1 quarter. The position peaked at $14.9K in Q3 2023. 975 funds tracked by Wall St. Rank hold VOE as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 114 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2023, an estimated $14.9K.
  • Buck Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Vanguard Morningstar Mid-Cap Value ETF position peaked at $14.9K in Q3 2023.
  • 975 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.