Kerntke Otto McGlone Wealth Management Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2023 Q1	–	Sell	-5	Closed	-$1K	–	121
2022 Q4	$1K	Buy	+5	New	+$671	﹤0.01%	122
2021 Q3	–	Sell	-1,980	Closed	-$278K	–	126
2021 Q2	$278K	Buy	1,980 +54	+3%	+$7.63K	0.11%	111
2021 Q1	$260K	Buy	+1,926	New	+$247K	0.14%	107

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VOE Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 5 shares — an estimated $1K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in VOE in Q1 2021 and held it in 3 quarters. The position peaked at $278K in Q2 2021. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 5 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $1K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and held it in 3 quarters.
Kerntke Otto McGlone Wealth Management Group's Vanguard Mid-Cap Value ETF position peaked at $278K in Q2 2021.
905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.