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

Mayflower Financial 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
2022
Q2 		– Sell
-1,851
Closed -$277K – 370
2022
Q1 		$277K Buy
+1,851
New +$272K 0.04% 289

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Morgan Stanley
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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mayflower Financial Advisors's VOE Position: Q2 2022 in Review

Mayflower Financial Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 1,851 shares — an estimated $277K sold.

Mayflower Financial Advisors first reported a position in VOE in Q1 2022 and held it in 1 quarter. The position peaked at $277K in Q1 2022. 840 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

  • Mayflower Financial Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Mayflower Financial Advisors sold 1,851 Vanguard Mid-Cap Value ETF shares in Q2 2022, an estimated $277K.
  • Mayflower Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and held it in 1 quarter.
  • Mayflower Financial Advisors's Vanguard Mid-Cap Value ETF position peaked at $277K in Q1 2022.
  • 840 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2022.

Based on Mayflower Financial Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.