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Core Wealth Advisors (Florida)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Core Wealth Advisors (Florida)’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
-43
Closed -$5.82K – 287
2022
Q4 		$5.82K Hold
43
– – ﹤0.01% 197
2022
Q3 		$5K Hold
43
– – ﹤0.01% 178
2022
Q2 		$6K Buy
+43
New +$6.08K ﹤0.01% 171

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Core Wealth Advisors (Florida)'s VOE Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 43 shares — an estimated $5.82K sold.

Core Wealth Advisors (Florida) first reported a position in VOE in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

  • Core Wealth Advisors (Florida) reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 43 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $5.82K.
  • Core Wealth Advisors (Florida) first reported a position in Vanguard Mid-Cap Value ETF in Q2 2022 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s Vanguard Mid-Cap Value ETF position peaked at $6K in Q2 2022.
  • 905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.