Capstone Wealth Management Group (Pennsylvania)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	-10,079	Closed	-$1.36M	–	65
2022 Q4	$1.36M	Sell	10,079 -600	-6%	-$80.5K	1.47%	18
2022 Q3	$1.3M	Sell	10,679 -870	-8%	-$118K	1.66%	16
2022 Q2	$1.5M	Sell	11,549 -639	-5%	-$90.4K	1.8%	14
2022 Q1	$1.82M	Sell	12,188 -418	-3%	-$61.5K	1.82%	15
2021 Q4	$1.9M	Buy	+12,606	New	+$1.85M	1.54%	17

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

Capstone Wealth Management Group (Pennsylvania)'s VOE Position: Q1 2023 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 10,079 shares — an estimated $1.36M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VOE in Q4 2021 and held it in 5 quarters. The position peaked at $1.9M in Q4 2021. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

Capstone Wealth Management Group (Pennsylvania) reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 10,079 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $1.36M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and held it in 5 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Vanguard Mid-Cap Value ETF position peaked at $1.9M in Q4 2021.
905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2023, filed 13 Apr 2023.