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

Doyle 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 Q3	$282K	Buy	2,318 +6	+0.3%	+$812	0.02%	172
2022 Q2	$299K	Buy	2,312 +271	+13%	+$38.3K	0.02%	170
2022 Q1	$305K	Buy	+2,041	New	+$300K	0.02%	197
2019 Q3	–	Sell	-477	Closed	-$53K	–	743
2019 Q2	$53K	Buy	+477	New	+$52.2K	0.01%	355
2019 Q1	–	Sell	-477	Closed	-$45K	–	737
2018 Q4	$45K	Buy	+477	New	+$50.1K	0.01%	377

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Doyle Wealth Management's VOE Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.26% in Q3 2022, buying an estimated $812 and bringing the position to 2,318 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #172.

Doyle Wealth Management first reported a position in VOE in Q4 2018 and has held it in 5 quarters since. The position peaked at $305K in Q1 2022. 826 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

Doyle Wealth Management held 2,318 shares of Vanguard Morningstar Mid-Cap Value ETF worth $282K as of Q3 2022.
Doyle Wealth Management bought 6 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2022, an estimated $812.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #172 holding.
Doyle Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 5 quarters since.
Doyle Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $305K in Q1 2022.
826 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.