Chicago Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Chicago Wealth Management’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 Q2	–	Sell	-26,469	Closed	-$3.96M	–	47
2022 Q1	$3.96M	Sell	26,469 -482	-2%	-$70.9K	2.66%	16
2021 Q4	$4.05M	Buy	26,951 +95	+0.4%	+$13.9K	2.72%	15
2021 Q3	$3.75M	Buy	26,856 +1,098	+4%	+$156K	2.73%	15
2021 Q2	$3.62M	Buy	25,758 +10,195	+66%	+$1.44M	2.6%	15
2021 Q1	$2.1M	Buy	+15,563	New	+$1.99M	1.67%	16

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 $58.2B AUM 22.78% 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

Chicago Wealth Management's VOE Position: Q2 2022 in Review

Chicago Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 26,469 shares — an estimated $3.96M sold.

Chicago Wealth Management first reported a position in VOE in Q1 2021 and held it in 5 quarters. The position peaked at $4.05M in Q4 2021. 841 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

Chicago Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Chicago Wealth Management sold 26,469 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2022, an estimated $3.96M.
Chicago Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and held it in 5 quarters.
Chicago Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.05M in Q4 2021.
841 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2022.

Based on Chicago Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.