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

Milestone Wealth’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 		$250K Hold
2,052
– – 0.28% 38
2022
Q2 		$266K Sell
2,052
-340
-14% -$48.1K 0.28% 42
2022
Q1 		$360K Hold
2,392
– – 0.29% 34
2021
Q4 		$360K Buy
+2,392
New +$351K 0.29% 34

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Milestone Wealth's VOE Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2022 at 2,052 shares worth $250K. The position accounts for 0.28% of the portfolio, ranked #38.

Milestone Wealth first reported a position in VOE in Q4 2021 and has held it in 4 quarters since. The position peaked at $360K in Q1 2022. 826 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

  • Milestone Wealth held 2,052 shares of Vanguard Morningstar Mid-Cap Value ETF worth $250K as of Q3 2022.
  • Milestone Wealth left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2022.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.28% of Milestone Wealth's portfolio in Q3 2022, its #38 holding.
  • Milestone Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $360K in Q1 2022.
  • 826 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.