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Laurel Wealth Advisors (California)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Laurel Wealth Advisors (California)’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 		$923K Buy
6,823
+391
+6% +$52.5K 0.09% 229
2022
Q3 		$784K Buy
6,432
+1,302
+25% +$176K 0.08% 256
2022
Q2 		$664K Buy
5,130
+122
+2% +$17.3K 0.07% 293
2022
Q1 		$750K Sell
5,008
-168
-3% -$24.7K 0.06% 308
2021
Q4 		$779K Buy
+5,176
New +$760K 0.06% 324
2021
Q3 		– Sell
-2,011
Closed -$282K – 508
2021
Q2 		$282K Buy
+2,011
New +$284K 0.04% 413
2021
Q1 		– Sell
-2,594
Closed -$309K – 490
2020
Q4 		$309K Buy
2,594
+29
+1% +$3.25K 0.05% 327
2020
Q3 		$260K Hold
2,565
– – 0.04% 327
2020
Q2 		$245K Sell
2,565
-632
-20% -$58K 0.04% 330
2020
Q1 		$260K Sell
3,197
-31
-1% -$3.34K 0.06% 306
2019
Q4 		$385K Sell
3,228
-779
-19% -$89.8K 0.06% 300
2019
Q3 		$453K Buy
4,007
+415
+12% +$46.1K 0.08% 268
2019
Q2 		$400K Sell
3,592
-59
-2% -$6.46K 0.09% 251
2019
Q1 		$394K Buy
3,651
+380
+12% +$39.9K 0.1% 238
2018
Q4 		$311K Hold
3,271
– – 0.09% 247
2018
Q3 		$369K Buy
3,271
+678
+26% +$77K 0.09% 238
2018
Q2 		$286K Buy
+2,593
New +$287K 0.08% 269

Other funds holding VOE

Betterment LLC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VOE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vanguard Mid-Cap Value ETF (VOE) stake by 6.1% in Q4 2022, buying an estimated $52.5K and bringing the position to 6,823 shares worth $923K. The position accounts for 0.09% of the portfolio, ranked #229.

Laurel Wealth Advisors (California) first reported a position in VOE in Q2 2018 and has held it in 17 quarters since. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,823 shares of Vanguard Mid-Cap Value ETF worth $923K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 391 Vanguard Mid-Cap Value ETF shares in Q4 2022, an estimated $52.5K.
  • Vanguard Mid-Cap Value ETF made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #229 holding.
  • Laurel Wealth Advisors (California) first reported a position in Vanguard Mid-Cap Value ETF in Q2 2018 and has held it in 17 quarters since.
  • 912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.