Karp Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Karp Capital 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
2022 Q4	–	Sell	-20,243	Closed	-$2.46M	–	108
2022 Q3	$2.46M	Sell	20,243 -23,435	-54%	-$3.17M	0.5%	51
2022 Q2	$5.66M	Buy	43,678 +42,027	+2,546%	+$5.95M	1%	37
2022 Q1	$247K	Sell	1,651 -874	-35%	-$129K	0.04%	120
2021 Q4	$380K	Buy	2,525 +385	+18%	+$56.5K	0.05%	114
2021 Q3	$299K	Buy	2,140 +368	+21%	+$52.3K	0.04%	138
2021 Q2	$249K	Hold	1,772	–	–	0.04%	154
2021 Q1	$239K	Buy	+1,772	New	+$227K	0.04%	128
2019 Q1	–	Sell	-900	Closed	-$86K	–	367
2018 Q4	$86K	Sell	900 -30,949	-97%	-$3.25M	0.04%	120
2018 Q3	$3.6M	Buy	31,849 +4,165	+15%	+$473K	1.24%	30
2018 Q2	$3.06M	Sell	27,684 -1,994	-7%	-$221K	1.2%	35
2018 Q1	$3.25M	Sell	29,678 -1,364	-4%	-$153K	1.31%	26
2017 Q4	$3.46M	Buy	31,042 +2,287	+8%	+$248K	1.46%	20
2017 Q3	$3.04M	Buy	+28,755	New	+$2.99M	1.41%	22

Other funds holding VOE

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $49B AUM 17.78% 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 $173B AUM 20.72% 1-Year Est. Return

Karp Capital Management's VOE Position: Q4 2022 in Review

Karp Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 20,243 shares — an estimated $2.46M sold.

Karp Capital Management first reported a position in VOE in Q3 2017 and held it in 13 quarters. The position peaked at $5.66M in Q2 2022. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

Karp Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 20,243 Vanguard Mid-Cap Value ETF shares in Q4 2022, an estimated $2.46M.
Karp Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2017 and held it in 13 quarters.
Karp Capital Management's Vanguard Mid-Cap Value ETF position peaked at $5.66M in Q2 2022.
912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.