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

Interactive Financial 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
Q3 		– Sell
-27
Closed -$4K – 173
2022
Q2 		$4K Sell
27
-12
-31% -$1.7K ﹤0.01% 150
2022
Q1 		$4K Buy
+39
New +$5.74K ﹤0.01% 160
2021
Q4 		– Sell
-40,905
Closed -$5.71M – 180
2021
Q3 		$5.71M Sell
40,905
-1,284
-3% -$182K 2.49% 10
2021
Q2 		$5.93M Buy
42,189
+41,401
+5,254% +$5.85M 2.41% 12
2021
Q1 		$106K Buy
788
+408
+107% +$52.2K 0.04% 102
2020
Q4 		$45K Sell
380
-314
-45% -$35.2K 0.02% 116
2020
Q3 		$70K Buy
694
+39
+6% +$3.95K 0.03% 96
2020
Q2 		$63K Buy
+655
New +$60.1K 0.03% 93
2020
Q1 		– Sell
-827
Closed -$99K – 129
2019
Q4 		$99K Buy
+827
New +$95.3K 0.04% 94
2018
Q4 		– Sell
-1,767
Closed -$200K – 123
2018
Q3 		$200K Buy
1,767
+550
+45% +$62.5K 0.1% 65
2018
Q2 		$134K Buy
1,217
+704
+137% +$78K 0.06% 74
2018
Q1 		$56K Sell
513
-499
-49% -$56.1K 0.03% 82
2017
Q4 		$113K Sell
1,012
-208
-17% -$22.5K 0.05% 76
2017
Q3 		$129K Buy
1,220
+185
+18% +$19.2K 0.06% 65
2017
Q2 		$106K Sell
1,035
-216
-17% -$22.1K 0.05% 67
2017
Q1 		$128K Sell
1,251
-250
-17% -$25.2K 0.06% 67
2016
Q4 		$146K Buy
1,501
+99
+7% +$9.39K 0.07% 62
2016
Q3 		$131K Buy
+1,402
New +$130K 0.07% 63
2016
Q1 		– Sell
-1,075
Closed -$92K – 111
2015
Q4 		$92K Buy
+1,075
New +$94K 0.05% 53
2015
Q3 		– Sell
-54,222
Closed -$4.91M – 116
2015
Q2 		$4.91M Buy
54,222
+53,489
+7,297% +$4.95M 2.65% 12
2015
Q1 		$67K Buy
733
+175
+31% +$15.8K 0.04% 63
2014
Q4 		$50K Sell
558
-20,132
-97% -$1.76M 0.03% 68
2014
Q3 		$1.76M Buy
20,690
+7,569
+58% +$655K 1% 19
2014
Q2 		$1.14M Buy
13,121
+10,723
+447% +$899K 0.65% 33
2014
Q1 		$199K Buy
+2,398
New +$192K 0.12% 43

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Interactive Financial Advisors's VOE Position: Q3 2022 in Review

Interactive Financial Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 27 shares — an estimated $4K sold.

Interactive Financial Advisors first reported a position in VOE in Q1 2014 and held it in 25 quarters. The position peaked at $5.93M in Q2 2021. 826 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

  • Interactive Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Interactive Financial Advisors sold 27 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2022, an estimated $4K.
  • Interactive Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2014 and held it in 25 quarters.
  • Interactive Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5.93M in Q2 2021.
  • 826 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2022.

Based on Interactive Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.