LWP
VOE icon

Laurel Wealth Planning’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Laurel Wealth Planning’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
-6
Closed -$1K – 253
2022
Q2 		$1K Sell
6
-10
-63% -$1.42K ﹤0.01% 235
2022
Q1 		$2K Buy
+16
New +$2.35K ﹤0.01% 250

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Laurel Wealth Planning's VOE Position: Q3 2022 in Review

Laurel Wealth Planning sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Laurel Wealth Planning first reported a position in VOE in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 824 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

  • Laurel Wealth Planning reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 6 Vanguard Mid-Cap Value ETF shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Planning first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and held it in 2 quarters.
  • Laurel Wealth Planning's Vanguard Mid-Cap Value ETF position peaked at $2K in Q1 2022.
  • 824 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.