Leelyn Smith’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Leelyn Smith’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	-1,170	Closed	-$158K	–	428
2022 Q4	$158K	Buy	1,170 +1,140	+3,800%	+$153K	0.04%	120
2022 Q3	$4K	Sell	30 -3,978	-99%	-$539K	﹤0.01%	391
2022 Q2	$520K	Buy	4,008 +2,004	+100%	+$283K	0.13%	90
2022 Q1	$300K	Hold	2,004	–	–	0.08%	99
2021 Q4	$301K	Buy	2,004 +509	+34%	+$74.7K	0.08%	98
2021 Q3	$209K	Hold	1,495	–	–	0.06%	109
2021 Q2	$210K	Buy	+1,495	New	+$211K	0.06%	111

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

Leelyn Smith's VOE Position: Q1 2023 in Review

Leelyn Smith sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 1,170 shares — an estimated $158K sold.

Leelyn Smith first reported a position in VOE in Q2 2021 and held it in 7 quarters. The position peaked at $520K in Q2 2022. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

Leelyn Smith reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 1,170 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $158K.
Leelyn Smith first reported a position in Vanguard Mid-Cap Value ETF in Q2 2021 and held it in 7 quarters.
Leelyn Smith's Vanguard Mid-Cap Value ETF position peaked at $520K in Q2 2022.
905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.