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Planning Capital Management Corporation’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$29.2K Buy
+174
New +$27.7K 0.02% 241
2024
Q1 		– Sell
-21
Closed -$2.99K – 708
2023
Q4 		$2.99K Buy
+21
New +$2.82K ﹤0.01% 532

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Betterment LLC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planning Capital Management Corporation's VOE Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2024: 174 shares worth $29.2K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings. This is a return to the name: Planning Capital Management Corporation previously reported a position in VOE as recently as Q4 2023.

Planning Capital Management Corporation first reported a position in VOE in Q4 2023 and has held it in 2 quarters since. 1,031 funds tracked by Wall St. Rank hold VOE as of Q3 2024.

  • Planning Capital Management Corporation held 174 shares of Vanguard Morningstar Mid-Cap Value ETF worth $29.2K as of Q3 2024.
  • Vanguard Morningstar Mid-Cap Value ETF was a new Planning Capital Management Corporation position in Q3 2024.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #241 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.