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Fairview Capital Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Fairview Capital Investment 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 		– Sell
-1,925
Closed -$249K – 139
2022
Q2 		$249K Buy
+1,925
New +$272K 0.02% 128

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AssetMark Inc
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Jones Financial Companies
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TF
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UBS Group
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Wells Fargo
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fairview Capital Investment Management's VOE Position: Q3 2022 in Review

Fairview Capital Investment Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 1,925 shares — an estimated $249K sold.

Fairview Capital Investment Management first reported a position in VOE in Q2 2022 and held it in 1 quarter. The position peaked at $249K in Q2 2022. 825 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

  • Fairview Capital Investment Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Fairview Capital Investment Management sold 1,925 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2022, an estimated $249K.
  • Fairview Capital Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Fairview Capital Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $249K in Q2 2022.
  • 825 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2022.

Based on Fairview Capital Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.