Global Wealth Management Investment Advisory’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Global Wealth Management Investment Advisory’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	-9	Closed	-$1.3K	–	428
2023 Q4	$1.3K	Hold	9	–	–	﹤0.01%	423
2023 Q3	$1.18K	Sell	9 -57	-86%	-$7.89K	﹤0.01%	417
2023 Q2	$9.13K	Buy	+66	New	+$8.8K	﹤0.01%	300
2021 Q2	–	Sell	-107	Closed	-$14K	–	497
2021 Q1	$14K	Buy	107 +104	+3,467%	+$13.3K	0.01%	282
2020 Q4	$0	Hold	3	–	–	﹤0.01%	510
2020 Q3	$0	Hold	3	–	–	﹤0.01%	640
2020 Q2	$0	Sell	3 -9	-75%	-$825	﹤0.01%	689
2020 Q1	$1K	Sell	12 -10	-45%	-$1.08K	﹤0.01%	579
2019 Q4	$3K	Sell	22 -8	-27%	-$922	﹤0.01%	498
2019 Q3	$3K	Sell	30 -63	-68%	-$7K	﹤0.01%	476
2019 Q2	$10K	Buy	+93	New	+$10.2K	﹤0.01%	375

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 $58.2B AUM 22.78% 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

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

Global Wealth Management Investment Advisory's VOE Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2024, closing a stake of 9 shares — an estimated $1.3K sold.

Global Wealth Management Investment Advisory first reported a position in VOE in Q2 2019 and held it in 11 quarters. The position peaked at $14K in Q1 2021. 979 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 9 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2024, an estimated $1.3K.
Global Wealth Management Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and held it in 11 quarters.
Global Wealth Management Investment Advisory's Vanguard Morningstar Mid-Cap Value ETF position peaked at $14K in Q1 2021.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.