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PCA
Personal Capital Advisors’s
Vanguard Mid-Cap Value ETF
VOE
Stock Holding History
Personal Capital Advisors’s Portfolio
VOE Stock Details
VOE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$866K
Buy
6,406
+1,942
+44%
+$261K
﹤0.01%
247
2022
Q3
$544K
Sell
4,464
-1,425
-24%
-$193K
﹤0.01%
278
2022
Q2
$763K
Sell
5,889
-1,114
-16%
-$158K
﹤0.01%
249
2022
Q1
$1.05M
Sell
7,003
-519
-7%
-$76.3K
﹤0.01%
247
2021
Q4
$1.09M
Buy
7,522
+949
+14%
+$139K
0.01%
262
2021
Q3
$918K
Buy
6,573
+394
+6%
+$56K
﹤0.01%
256
2021
Q2
$868K
Buy
6,179
+228
+4%
+$32.2K
﹤0.01%
259
2021
Q1
$803K
Sell
5,951
-337
-5%
-$43.1K
﹤0.01%
261
2020
Q4
$748K
Buy
6,288
+3,808
+154%
+$427K
﹤0.01%
265
2020
Q3
$251K
Buy
+2,480
New
+$251K
﹤0.01%
364
2020
Q2
–
Sell
-2,668
Closed
-$200K
–
376
2020
Q1
$200K
Buy
2,668
+690
+35%
+$74.3K
﹤0.01%
331
2019
Q4
$236K
Buy
+1,978
New
+$228K
﹤0.01%
369
Other funds holding VOE
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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