PSI Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

PSI Advisors’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
2022 Q1	–	Sell	-12	Closed	-$2K	–	804
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	679
2021 Q3	$2K	Buy	+12	New	+$1.71K	﹤0.01%	670
2020 Q1	–	Sell	-718	Closed	-$85K	–	586
2019 Q4	$85K	Buy	+718	New	+$82.7K	0.05%	204

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PSI Advisors's VOE Position: Q1 2022 in Review

PSI Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2022, closing a stake of 12 shares — an estimated $2K sold.

PSI Advisors first reported a position in VOE in Q4 2019 and held it in 3 quarters. The position peaked at $85K in Q4 2019. 875 funds tracked by Wall St. Rank hold VOE as of Q1 2022.

PSI Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
PSI Advisors sold 12 Vanguard Mid-Cap Value ETF shares in Q1 2022, an estimated $2K.
PSI Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and held it in 3 quarters.
PSI Advisors's Vanguard Mid-Cap Value ETF position peaked at $85K in Q4 2019.
875 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2022.

Based on PSI Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.