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

Northwest Quadrant 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
2022
Q2 		– Sell
-1,607
Closed -$241K – 66
2022
Q1 		$241K Buy
+1,607
New +$236K 0.07% 60

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
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

Northwest Quadrant Wealth Management's VOE Position: Q2 2022 in Review

Northwest Quadrant Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 1,607 shares — an estimated $241K sold.

Northwest Quadrant Wealth Management first reported a position in VOE in Q1 2022 and held it in 1 quarter. The position peaked at $241K in Q1 2022. 840 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

  • Northwest Quadrant Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Northwest Quadrant Wealth Management sold 1,607 Vanguard Mid-Cap Value ETF shares in Q2 2022, an estimated $241K.
  • Northwest Quadrant Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and held it in 1 quarter.
  • Northwest Quadrant Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $241K in Q1 2022.
  • 840 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2022.

Based on Northwest Quadrant Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.