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PFG Private Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

PFG Private 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
2021
Q4 		– Sell
-7
Closed -$1K – 343
2021
Q3 		$1K Buy
+7
New +$994 ﹤0.01% 299

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PFG Private Wealth Management's VOE Position: Q4 2021 in Review

PFG Private Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2021, closing a stake of 7 shares — an estimated $1K sold.

PFG Private Wealth Management first reported a position in VOE in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 831 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

  • PFG Private Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • PFG Private Wealth Management sold 7 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2021, an estimated $1K.
  • PFG Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • PFG Private Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1K in Q3 2021.
  • 831 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2021.

Based on PFG Private Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.