Capital Advisory Group Advisory Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Capital Advisory Group Advisory Services’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 Q3	–	Sell	-80	Closed	-$12K	–	193
2022 Q2	$12K	Hold	80	–	–	0.01%	181
2022 Q1	$12K	Buy	+80	New	+$11.8K	0.01%	353
2021 Q4	–	Sell	-80	Closed	-$11K	–	496
2021 Q3	$11K	Hold	80	–	–	﹤0.01%	387
2021 Q2	$11K	Hold	80	–	–	﹤0.01%	388
2021 Q1	$11K	Hold	80	–	–	﹤0.01%	376
2020 Q4	$10K	Hold	80	–	–	﹤0.01%	368
2020 Q3	$8K	Hold	80	–	–	﹤0.01%	345
2020 Q2	$8K	Hold	80	–	–	﹤0.01%	327
2020 Q1	$7K	Hold	80	–	–	0.01%	278
2019 Q4	$10K	Hold	80	–	–	0.01%	158
2019 Q3	$9K	Hold	80	–	–	0.01%	301
2019 Q2	$9K	Hold	80	–	–	0.01%	297
2019 Q1	$9K	Hold	80	–	–	0.01%	289
2018 Q4	$8K	Hold	80	–	–	0.01%	273
2018 Q3	$9K	Hold	80	–	–	0.01%	256
2018 Q2	$9K	Hold	80	–	–	0.01%	247
2018 Q1	$9K	Buy	+80	New	+$9K	0.01%	240

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's VOE Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 80 shares — an estimated $12K sold.

Capital Advisory Group Advisory Services first reported a position in VOE in Q1 2018 and held it in 17 quarters. The position peaked at $12K in Q2 2022. 824 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 80 Vanguard Mid-Cap Value ETF shares in Q3 2022, an estimated $12K.
Capital Advisory Group Advisory Services first reported a position in Vanguard Mid-Cap Value ETF in Q1 2018 and held it in 17 quarters.
Capital Advisory Group Advisory Services's Vanguard Mid-Cap Value ETF position peaked at $12K in Q2 2022.
824 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.