Canvas Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,894
Closed -$253K 145
2023
Q1
$253K Sell
1,894
-1,166
-38% -$162K 0.11% 121
2022
Q4
$427K Buy
+3,060
New +$411K 0.18% 88

Other funds holding VOE

Canvas Wealth Advisors's VOE Position: Q2 2023 in Review

Canvas Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2023, closing a stake of 1,894 shares — an estimated $253K sold.

Canvas Wealth Advisors first reported a position in VOE in Q4 2022 and held it in 2 quarters. The position peaked at $427K in Q4 2022. 909 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

  • Canvas Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Canvas Wealth Advisors sold 1,894 Vanguard Mid-Cap Value ETF shares in Q2 2023, an estimated $253K.
  • Canvas Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • Canvas Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $427K in Q4 2022.
  • 909 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2023.

Based on Canvas Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.