Private Portfolio Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Private Portfolio Partners’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
2023 Q3	–	Sell	-1,721	Closed	-$238K	–	264
2023 Q2	$238K	Sell	1,721 -124	-7%	-$16.5K	0.06%	230
2023 Q1	$247K	Sell	1,845 -224	-11%	-$31.1K	0.07%	210
2022 Q4	$280K	Sell	2,069 -44	-2%	-$5.9K	0.07%	207
2022 Q3	$257K	Buy	2,113 +357	+20%	+$48.3K	0.07%	217
2022 Q2	$227K	Sell	1,756 -100	-5%	-$14.1K	0.06%	238
2022 Q1	$278K	Buy	+1,856	New	+$273K	0.07%	234
2020 Q4	–	Sell	-2,095	Closed	-$212K	–	231
2020 Q3	$212K	Sell	2,095 -95	-4%	-$9.62K	0.09%	191
2020 Q2	$210K	Buy	+2,190	New	+$201K	0.1%	179
2019 Q3	–	Sell	-6,729	Closed	-$749K	–	227
2019 Q2	$749K	Buy	6,729 +2,681	+66%	+$294K	0.32%	85
2019 Q1	$437K	Buy	+4,048	New	+$425K	0.23%	108

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 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 $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Portfolio Partners's VOE Position: Q3 2023 in Review

Private Portfolio Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2023, closing a stake of 1,721 shares — an estimated $238K sold.

Private Portfolio Partners first reported a position in VOE in Q1 2019 and held it in 10 quarters. The position peaked at $749K in Q2 2019. 890 funds tracked by Wall St. Rank hold VOE as of Q3 2023.

Private Portfolio Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Private Portfolio Partners sold 1,721 Vanguard Mid-Cap Value ETF shares in Q3 2023, an estimated $238K.
Private Portfolio Partners first reported a position in Vanguard Mid-Cap Value ETF in Q1 2019 and held it in 10 quarters.
Private Portfolio Partners's Vanguard Mid-Cap Value ETF position peaked at $749K in Q2 2019.
890 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2023.

Based on Private Portfolio Partners's 13F filing for Q3 2023, filed 14 Nov 2023.