RE Dickinson Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

RE Dickinson Investment 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 Q4	–	Sell	-40	Closed	-$5K	–	403
2022 Q3	$5K	Hold	40	–	–	﹤0.01%	186
2022 Q2	$5	Hold	40	–	–	﹤0.01%	207
2022 Q1	$6K	Hold	40	–	–	﹤0.01%	206
2021 Q4	$6K	Buy	+40	New	+$5.87K	﹤0.01%	207

Other funds holding VOE

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

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

RE Dickinson Investment Advisors's VOE Position: Q4 2022 in Review

RE Dickinson Investment Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 40 shares — an estimated $5K sold.

RE Dickinson Investment Advisors first reported a position in VOE in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 913 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

RE Dickinson Investment Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 40 Vanguard Mid-Cap Value ETF shares in Q4 2022, an estimated $5K.
RE Dickinson Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and held it in 4 quarters.
RE Dickinson Investment Advisors's Vanguard Mid-Cap Value ETF position peaked at $6K in Q1 2022.
913 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.