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

FWL 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
2024
Q1 		– Sell
-1
Closed -$147 – 267
2023
Q4 		$145 Hold
1
– – ﹤0.01% 230
2023
Q3 		$131 Buy
+1
New +$139 ﹤0.01% 189
2023
Q2 		– Sell
-1
Closed -$134 – 75
2023
Q1 		$134 Hold
1
– – ﹤0.01% 74
2022
Q4 		$135 Hold
1
– – ﹤0.01% 186
2022
Q3 		$0 Buy
+1
New +$135 ﹤0.01% 73

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FWL Investment Management's VOE Position: Q1 2024 in Review

FWL Investment Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2024, closing a stake of 1 share — an estimated $147 sold.

FWL Investment Management first reported a position in VOE in Q3 2022 and held it in 5 quarters. The position peaked at $145 in Q4 2023. 983 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

  • FWL Investment Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • FWL Investment Management sold 1 Vanguard Morningstar Mid-Cap Value ETF share in Q1 2024, an estimated $147.
  • FWL Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2022 and held it in 5 quarters.
  • FWL Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $145 in Q4 2023.
  • 983 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2024.

Based on FWL Investment Management's 13F filing for Q1 2024, filed 13 May 2024.