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PFG Private Wealth Management’s Vanguard 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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Bank of America
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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
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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
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

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

PFG Private Wealth Management sold out of Vanguard 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. 832 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

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

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