Investors Asset Management of Georgia’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-140	Closed	-$17K	–	508
2022 Q3	$17K	Hold	140	–	–	0.01%	415
2022 Q2	$18K	Buy	+140	New	+$19.8K	0.01%	349

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Investors Asset Management of Georgia's VOE Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 140 shares — an estimated $17K sold.

Investors Asset Management of Georgia first reported a position in VOE in Q2 2022 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 915 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 140 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2022, an estimated $17K.
Investors Asset Management of Georgia first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Vanguard Morningstar Mid-Cap Value ETF position peaked at $18K in Q2 2022.
915 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.