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

Oxinas Partners 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 Q1	–	Sell	-25,029	Closed	-$3.76M	–	148
2021 Q4	$3.76M	Buy	25,029 +2,891	+13%	+$425K	2.15%	11
2021 Q3	$3.09M	Sell	22,138 -18,713	-46%	-$2.66M	1.8%	12
2021 Q2	$5.74M	Buy	40,851 +8,853	+28%	+$1.25M	3.29%	5
2021 Q1	$4.32M	Buy	+31,998	New	+$4.1M	2.75%	9

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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

Oxinas Partners Wealth Management's VOE Position: Q1 2022 in Review

Oxinas Partners Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2022, closing a stake of 25,029 shares — an estimated $3.76M sold.

Oxinas Partners Wealth Management first reported a position in VOE in Q1 2021 and held it in 4 quarters. The position peaked at $5.74M in Q2 2021. 875 funds tracked by Wall St. Rank hold VOE as of Q1 2022.

Oxinas Partners Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Oxinas Partners Wealth Management sold 25,029 Vanguard Mid-Cap Value ETF shares in Q1 2022, an estimated $3.76M.
Oxinas Partners Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and held it in 4 quarters.
Oxinas Partners Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $5.74M in Q2 2021.
875 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2022.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.