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

Intrua 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	–	Sell	-9,065	Closed	-$1.17M	–	361
2022 Q2	$1.17M	Sell	9,065 -277	-3%	-$39.2K	0.25%	90
2022 Q1	$1.4M	Buy	9,342 +1,532	+20%	+$225K	0.25%	83
2021 Q4	$1.17M	Buy	7,810 +1,249	+19%	+$183K	0.21%	112
2021 Q3	$950K	Buy	6,561 +264	+4%	+$37.5K	0.18%	124
2021 Q2	$913K	Buy	+6,297	New	+$890K	0.22%	98

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 $49B AUM 17.78% 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

Intrua Financial's VOE Position: Q3 2022 in Review

Intrua Financial sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 9,065 shares — an estimated $1.17M sold.

Intrua Financial first reported a position in VOE in Q2 2021 and held it in 5 quarters. The position peaked at $1.4M in Q1 2022. 824 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

Intrua Financial reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Intrua Financial sold 9,065 Vanguard Mid-Cap Value ETF shares in Q3 2022, an estimated $1.17M.
Intrua Financial first reported a position in Vanguard Mid-Cap Value ETF in Q2 2021 and held it in 5 quarters.
Intrua Financial's Vanguard Mid-Cap Value ETF position peaked at $1.4M in Q1 2022.
824 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2022.

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