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

Financial Synergies 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
2024 Q2	–	Sell	-13	Closed	-$1.99K	–	462
2024 Q1	$1.99K	Buy	13 +1	+8%	+$147	﹤0.01%	329
2023 Q4	$1.68K	Sell	12 -1	-8%	-$134	﹤0.01%	262
2023 Q3	$1.65K	Hold	13	–	–	﹤0.01%	323
2023 Q2	$1.74K	Buy	13 +1	+8%	+$133	﹤0.01%	306
2023 Q1	$1.67K	Hold	12	–	–	﹤0.01%	313
2022 Q4	$1.68K	Hold	12	–	–	﹤0.01%	262
2022 Q3	$1.5K	Hold	12	–	–	﹤0.01%	248
2022 Q2	$1.58K	Buy	+12	New	+$1.7K	﹤0.01%	263

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Synergies Wealth Advisors's VOE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2024, closing a stake of 13 shares — an estimated $1.99K sold.

Financial Synergies Wealth Advisors first reported a position in VOE in Q2 2022 and held it in 8 quarters. The position peaked at $1.99K in Q1 2024. 982 funds tracked by Wall St. Rank hold VOE as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 13 Vanguard Mid-Cap Value ETF shares in Q2 2024, an estimated $1.99K.
Financial Synergies Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $1.99K in Q1 2024.
982 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.