Liberty Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Liberty Wealth Management’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	-56	Closed	-$676K	–	198
2023 Q4	$676K	Sell	56 -4,605	-99%	-$619K	0.14%	79
2023 Q3	$610K	Buy	4,661 +87	+2%	+$12.1K	0.15%	80
2023 Q2	$633K	Buy	4,574 +1	+0%	+$133	0.16%	74
2023 Q1	$613K	Buy	+4,573	New	+$634K	0.13%	104
2021 Q4	–	Sell	-6	Closed	-$1K	–	1075
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	1145
2021 Q2	$1K	Buy	+6	New	+$848	﹤0.01%	1044
2020 Q1	–	Sell	-62	Closed	-$7K	–	998
2019 Q4	$7K	Buy	62 +1	+2%	+$115	0.01%	628
2019 Q3	$7K	Hold	61	–	–	0.01%	597
2019 Q2	$7K	Buy	+61	New	+$6.68K	0.01%	607

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Liberty Wealth Management's VOE Position: Q1 2024 in Review

Liberty Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2024, closing a stake of 56 shares — an estimated $676K sold.

Liberty Wealth Management first reported a position in VOE in Q2 2019 and held it in 9 quarters. The position peaked at $676K in Q4 2023. 978 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

Liberty Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Liberty Wealth Management sold 56 Vanguard Mid-Cap Value ETF shares in Q1 2024, an estimated $676K.
Liberty Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2019 and held it in 9 quarters.
Liberty Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $676K in Q4 2023.
978 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2024.

Based on Liberty Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.