Retirement Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Retirement Group’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 Q1	$89K	Hold	571	–	–	0.03%	178
2023 Q4	$82.8K	Sell	571 -16	-3%	-$2.15K	0.03%	169
2023 Q3	$76.9K	Hold	587	–	–	0.03%	164
2023 Q2	$81.2K	Hold	587	–	–	0.03%	158
2023 Q1	$79K	Hold	587	–	–	0.04%	153
2022 Q4	$79K	Buy	+587	New	+$78.7K	0.04%	141
2022 Q3	–	Sell	-751	Closed	-$97K	–	802
2022 Q2	$97K	Buy	751 +164	+28%	+$23.2K	0.04%	158
2022 Q1	$88K	Hold	587	–	–	0.03%	182
2021 Q4	$88K	Hold	587	–	–	0.04%	173
2021 Q3	$82K	Hold	587	–	–	0.04%	178
2021 Q2	$82K	Buy	587 +4	+0.7%	+$565	0.04%	175
2021 Q1	$79K	Buy	583 +19	+3%	+$2.43K	0.04%	215
2020 Q4	$67K	Buy	564 +20	+4%	+$2.24K	0.03%	225
2020 Q3	$55K	Sell	544 -28	-5%	-$2.84K	0.03%	228
2020 Q2	$55K	Buy	+572	New	+$52.5K	0.03%	224
2019 Q4	$66K	Buy	+552	New	+$63.6K	0.04%	206

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Retirement Group's VOE Position: Q1 2024 in Review

Retirement Group held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2024 at 571 shares worth $89K. The position accounts for 0.03% of the portfolio, ranked #178.

Retirement Group first reported a position in VOE in Q4 2019 and has held it in 16 quarters since. The position peaked at $97K in Q2 2022. 978 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

Retirement Group held 571 shares of Vanguard Mid-Cap Value ETF worth $89K as of Q1 2024.
Retirement Group left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2024.
Vanguard Mid-Cap Value ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #178 holding.
Retirement Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's Vanguard Mid-Cap Value ETF position peaked at $97K in Q2 2022.
978 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.