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LexAurum Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

LexAurum Advisors’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
2024
Q1 		– Sell
-2,937
Closed -$426K – 326
2023
Q4 		$426K Sell
2,937
-297
-9% -$39.9K 0.11% 171
2023
Q3 		$424K Buy
3,234
+860
+36% +$119K 0.12% 160
2023
Q2 		$329K Buy
2,374
+127
+6% +$16.9K 0.1% 184
2023
Q1 		$301K Sell
2,247
-51
-2% -$7.08K 0.1% 190
2022
Q4 		$311K Buy
2,298
+150
+7% +$20.1K 0.11% 177
2022
Q3 		$262K Buy
2,148
+121
+6% +$16.4K 0.1% 192
2022
Q2 		$262K Buy
2,027
+530
+35% +$75K 0.1% 191
2022
Q1 		$224K Buy
+1,497
New +$220K 0.07% 237

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LexAurum Advisors's VOE Position: Q1 2024 in Review

LexAurum Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2024, closing a stake of 2,937 shares — an estimated $426K sold.

LexAurum Advisors first reported a position in VOE in Q1 2022 and held it in 8 quarters. The position peaked at $426K in Q4 2023. 978 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

  • LexAurum Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • LexAurum Advisors sold 2,937 Vanguard Mid-Cap Value ETF shares in Q1 2024, an estimated $426K.
  • LexAurum Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and held it in 8 quarters.
  • LexAurum Advisors's Vanguard Mid-Cap Value ETF position peaked at $426K in Q4 2023.
  • 978 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2024.

Based on LexAurum Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.