Redwood Financial Network’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Redwood Financial Network’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	-1,568	Closed	-$217K	–	158
2023 Q2	$217K	Hold	1,568	–	–	0.2%	137
2023 Q1	$210K	Sell	1,568 -152	-9%	-$21.1K	0.21%	137
2022 Q4	$233K	Sell	1,720 -85	-5%	-$11.4K	0.26%	120
2022 Q3	$220K	Sell	1,805 -513	-22%	-$69.4K	0.25%	116
2022 Q2	$300K	Sell	2,318 -38	-2%	-$5.38K	0.33%	97
2022 Q1	$353K	Buy	+2,356	New	+$347K	0.33%	97

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

Redwood Financial Network's VOE Position: Q3 2023 in Review

Redwood Financial Network sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2023, closing a stake of 1,568 shares — an estimated $217K sold.

Redwood Financial Network first reported a position in VOE in Q1 2022 and held it in 6 quarters. The position peaked at $353K in Q1 2022. 890 funds tracked by Wall St. Rank hold VOE as of Q3 2023.

Redwood Financial Network reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Redwood Financial Network sold 1,568 Vanguard Mid-Cap Value ETF shares in Q3 2023, an estimated $217K.
Redwood Financial Network first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and held it in 6 quarters.
Redwood Financial Network's Vanguard Mid-Cap Value ETF position peaked at $353K in Q1 2022.
890 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2023.

Based on Redwood Financial Network's 13F filing for Q3 2023, filed 8 Nov 2023.