Consilio Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Consilio Wealth Advisors’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 Q2	–	Sell	-50,133	Closed	-$6.72M	–	53
2023 Q1	$6.72M	Sell	50,133 -983	-2%	-$136K	3.8%	10
2022 Q4	$6.91M	Buy	51,116 +47,597	+1,353%	+$6.39M	4.42%	9
2022 Q3	$429K	Buy	+3,519	New	+$476K	0.34%	34

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

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

Consilio Wealth Advisors's VOE Position: Q2 2023 in Review

Consilio Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2023, closing a stake of 50,133 shares — an estimated $6.72M sold.

Consilio Wealth Advisors first reported a position in VOE in Q3 2022 and held it in 3 quarters. The position peaked at $6.91M in Q4 2022. 909 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

Consilio Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Consilio Wealth Advisors sold 50,133 Vanguard Mid-Cap Value ETF shares in Q2 2023, an estimated $6.72M.
Consilio Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2022 and held it in 3 quarters.
Consilio Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $6.91M in Q4 2022.
909 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2023.

Based on Consilio Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.