CPP
VOE icon

Capasso Planning Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Capasso Planning Partners’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
-1,548
Closed -$209K – 109
2022
Q4 		$209K Sell
1,548
-503
-25% -$67.5K 0.13% 91
2022
Q3 		$250K Buy
2,051
+4
+0.2% +$541 0.17% 73
2022
Q2 		$265K Buy
2,047
+3
+0.1% +$424 0.19% 66
2022
Q1 		$306K Buy
2,044
+342
+20% +$50.3K 0.22% 67
2021
Q4 		$256K Buy
+1,702
New +$250K 0.19% 68

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

Capasso Planning Partners's VOE Position: Q1 2023 in Review

Capasso Planning Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 1,548 shares — an estimated $209K sold.

Capasso Planning Partners first reported a position in VOE in Q4 2021 and held it in 5 quarters. The position peaked at $306K in Q1 2022. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

  • Capasso Planning Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Capasso Planning Partners sold 1,548 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $209K.
  • Capasso Planning Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and held it in 5 quarters.
  • Capasso Planning Partners's Vanguard Mid-Cap Value ETF position peaked at $306K in Q1 2022.
  • 905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Capasso Planning Partners's 13F filing for Q1 2023, filed 2 May 2023.