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

Legacy 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	$1.51M	Sell	12,379 -171	-1%	-$23.1K	2.49%	9
2022 Q2	$1.63M	Sell	12,550 -43	-0.3%	-$6.08K	2.33%	9
2022 Q1	$1.89M	Buy	12,593 +1,031	+9%	+$152K	2.22%	11
2021 Q4	$1.74M	Buy	11,562 +727	+7%	+$107K	1.98%	12
2021 Q3	$1.51M	Buy	10,835 +21	+0.2%	+$2.98K	1.7%	11
2021 Q2	$1.52M	Buy	10,814 +279	+3%	+$39.4K	1.73%	10
2021 Q1	$1.42M	Buy	10,535 +601	+6%	+$77K	1.81%	10
2020 Q4	$1.18M	Buy	9,934 +355	+4%	+$39.8K	1.52%	18
2020 Q3	$971K	Sell	9,579 -106	-1%	-$10.7K	1.11%	22
2020 Q2	$927K	Buy	9,685 +117	+1%	+$10.7K	1.1%	24
2020 Q1	$778K	Buy	9,568 +49	+0.5%	+$5.28K	1.25%	22
2019 Q4	$1.14M	Buy	+9,519	New	+$1.1M	1.29%	21

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Legacy Wealth Planning reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.4% in Q3 2022, selling an estimated $23.1K and leaving 12,379 shares worth $1.51M. The position accounts for 2.49% of the portfolio, ranked #9.

Legacy Wealth Planning first reported a position in VOE in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.89M in Q1 2022. 825 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

Legacy Wealth Planning held 12,379 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.51M as of Q3 2022.
Legacy Wealth Planning sold 171 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2022, an estimated $23.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 2.49% of Legacy Wealth Planning's portfolio in Q3 2022, its #9 holding.
Legacy Wealth Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.89M in Q1 2022.
825 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.