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Concorde Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Concorde Financial’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
Q1 		– Sell
-47
Closed -$7K – 131
2021
Q4 		$7K Buy
+47
New +$6.9K ﹤0.01% 104

Other funds holding VOE

Betterment LLC
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concorde Financial's VOE Position: Q1 2022 in Review

Concorde Financial sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2022, closing a stake of 47 shares — an estimated $7K sold.

Concorde Financial first reported a position in VOE in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 876 funds tracked by Wall St. Rank hold VOE as of Q1 2022.

  • Concorde Financial reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Concorde Financial sold 47 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2022, an estimated $7K.
  • Concorde Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Concorde Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $7K in Q4 2021.
  • 876 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.