FourThought Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

FourThought Financial’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	$37K	Buy	306 +99	+48%	+$13.4K	0.01%	699
2022 Q2	$27K	Sell	207 -50	-19%	-$7.07K	﹤0.01%	796
2022 Q1	$38K	Buy	257 +246	+2,236%	+$36.2K	﹤0.01%	744
2021 Q4	$2K	Sell	11 -6	-35%	-$881	﹤0.01%	1394
2021 Q3	$2K	Sell	17 -5	-23%	-$710	﹤0.01%	1395
2021 Q2	$3K	Hold	22	–	–	﹤0.01%	1328
2021 Q1	$2K	Sell	22 -6	-21%	-$768	﹤0.01%	1345
2020 Q4	$3K	Buy	+28	New	+$3.14K	﹤0.01%	1250

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

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

FourThought Financial's VOE Position: Q3 2022 in Review

FourThought Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 48% in Q3 2022, buying an estimated $13.4K and bringing the position to 306 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #699.

FourThought Financial first reported a position in VOE in Q4 2020 and has held it in 8 quarters since. The position peaked at $38K in Q1 2022. 825 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

FourThought Financial held 306 shares of Vanguard Morningstar Mid-Cap Value ETF worth $37K as of Q3 2022.
FourThought Financial bought 99 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2022, an estimated $13.4K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #699 holding.
FourThought Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $38K in Q1 2022.
825 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.