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D'Orazio & Associates’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-189
Closed -$26K – 690
2021
Q3 		$26K Hold
189
– – 0.01% 324
2021
Q2 		$27K Hold
189
– – 0.01% 223
2021
Q1 		$25K Hold
189
– – 0.01% 217
2020
Q4 		$22K Buy
+189
New +$21.2K 0.01% 211
2020
Q2 		– Sell
-22
Closed -$2K – 364
2020
Q1 		$2K Hold
22
– – ﹤0.01% 302
2019
Q4 		$3K Hold
22
– – ﹤0.01% 306
2019
Q3 		$2K Buy
+22
New +$2.44K ﹤0.01% 319

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

D'Orazio & Associates's VOE Position: Q4 2021 in Review

D'Orazio & Associates sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2021, closing a stake of 189 shares — an estimated $26K sold.

D'Orazio & Associates first reported a position in VOE in Q3 2019 and held it in 7 quarters. The position peaked at $27K in Q2 2021. 832 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

  • D'Orazio & Associates reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 189 Vanguard Mid-Cap Value ETF shares in Q4 2021, an estimated $26K.
  • D'Orazio & Associates first reported a position in Vanguard Mid-Cap Value ETF in Q3 2019 and held it in 7 quarters.
  • D'Orazio & Associates's Vanguard Mid-Cap Value ETF position peaked at $27K in Q2 2021.
  • 832 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.