Mach-1 Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Mach-1 Financial Group’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 Q4	–	Sell	-137	Closed	-$16K	–	456
2022 Q3	$16K	Hold	137	–	–	0.02%	183
2022 Q2	$17K	Hold	137	–	–	0.01%	191
2022 Q1	$20K	Hold	137	–	–	0.01%	91
2021 Q4	$20K	Buy	+137	New	+$20.1K	0.01%	89

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Mach-1 Financial Group's VOE Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 137 shares — an estimated $16K sold.

Mach-1 Financial Group first reported a position in VOE in Q4 2021 and held it in 4 quarters. The position peaked at $20K in Q1 2022. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

Mach-1 Financial Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 137 Vanguard Mid-Cap Value ETF shares in Q4 2022, an estimated $16K.
Mach-1 Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and held it in 4 quarters.
Mach-1 Financial Group's Vanguard Mid-Cap Value ETF position peaked at $20K in Q1 2022.
912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.