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Oxler Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Oxler Private 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
Q4 		– Sell
-2,000
Closed -$226K – 326
2022
Q3 		$226K Buy
+2,000
New +$271K 0.13% 96

Other funds holding VOE

Betterment LLC
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AWA
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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Oxler Private Wealth's VOE Position: Q4 2022 in Review

Oxler Private Wealth sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 2,000 shares — an estimated $226K sold.

Oxler Private Wealth first reported a position in VOE in Q3 2022 and held it in 1 quarter. The position peaked at $226K in Q3 2022. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

  • Oxler Private Wealth reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 2,000 Vanguard Mid-Cap Value ETF shares in Q4 2022, an estimated $226K.
  • Oxler Private Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's Vanguard Mid-Cap Value ETF position peaked at $226K in Q3 2022.
  • 912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.