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Flagstar Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Flagstar 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
2022
Q4 		– Sell
-500
Closed -$60.9K – 274
2022
Q3 		$60.9K Buy
+500
New +$67.7K 0.02% 192
2021
Q4 		– Sell
-520
Closed -$73K – 229
2021
Q3 		$73K Buy
+520
New +$73.9K 0.02% 158

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Flagstar Advisors's VOE Position: Q4 2022 in Review

Flagstar Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 500 shares — an estimated $60.9K sold.

Flagstar Advisors first reported a position in VOE in Q3 2021 and held it in 2 quarters. The position peaked at $73K in Q3 2021. 915 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

  • Flagstar Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Flagstar Advisors sold 500 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2022, an estimated $60.9K.
  • Flagstar Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and held it in 2 quarters.
  • Flagstar Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $73K in Q3 2021.
  • 915 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2022.

Based on Flagstar Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.