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Catalyst Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-6
Closed -$1K – 280
2020
Q3 		$1K Buy
+6
New +$608 ﹤0.01% 288

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Catalyst Private Wealth's VOE Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2020, closing a stake of 6 shares — an estimated $1K sold.

Catalyst Private Wealth first reported a position in VOE in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 651 funds tracked by Wall St. Rank hold VOE as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 6 Vanguard Mid-Cap Value ETF shares in Q4 2020, an estimated $1K.
  • Catalyst Private Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Vanguard Mid-Cap Value ETF position peaked at $1K in Q3 2020.
  • 651 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.