Fort Pitt Capital Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Fort Pitt Capital Group’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 Q1	–	Sell	-1,394	Closed	-$202K	–	134
2023 Q4	$202K	Buy	+1,394	New	+$187K	0.01%	127
2023 Q1	–	Sell	-1,934	Closed	-$262K	–	142
2022 Q4	$262K	Hold	1,934	–	–	0.01%	123
2022 Q3	$236K	Hold	1,934	–	–	0.01%	113
2022 Q2	$250K	Hold	1,934	–	–	0.01%	114
2022 Q1	$289K	Sell	1,934 -9	-0.5%	-$1.32K	0.01%	118
2021 Q4	$292K	Hold	1,943	–	–	0.01%	129
2021 Q3	$271K	Sell	1,943 -223	-10%	-$31.7K	0.01%	118
2021 Q2	$304K	Buy	2,166 +32	+1%	+$4.52K	0.01%	150
2021 Q1	$288K	Hold	2,134	–	–	0.01%	117
2020 Q4	$254K	Sell	2,134 -553	-21%	-$61.9K	0.01%	116
2020 Q3	$272K	Sell	2,687 -30	-1%	-$3.04K	0.02%	118
2020 Q2	$260K	Hold	2,717	–	–	0.02%	149
2020 Q1	$221K	Buy	2,717 +165	+6%	+$17.8K	0.02%	155
2019 Q4	$304K	Sell	2,552 -179	-7%	-$20.6K	0.02%	130
2019 Q3	$309K	Hold	2,731	–	–	0.02%	126
2019 Q2	$304K	Buy	+2,731	New	+$299K	0.02%	105

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Fort Pitt Capital Group's VOE Position: Q1 2024 in Review

Fort Pitt Capital Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2024, closing a stake of 1,394 shares — an estimated $202K sold.

Fort Pitt Capital Group first reported a position in VOE in Q2 2019 and held it in 16 quarters. The position peaked at $309K in Q3 2019. 983 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

Fort Pitt Capital Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Fort Pitt Capital Group sold 1,394 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2024, an estimated $202K.
Fort Pitt Capital Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and held it in 16 quarters.
Fort Pitt Capital Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $309K in Q3 2019.
983 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2024.

Based on Fort Pitt Capital Group's 13F filing for Q1 2024, filed 11 Apr 2024.