RGT Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$38K Hold
311
0.01% 92
2022
Q2
$40K Hold
311
0.01% 97
2022
Q1
$47K Sell
311
-70
-18% -$10.3K 0.01% 94
2021
Q4
$57K Buy
+381
New +$55.9K 0.01% 132

Other funds holding VOE

RGT Wealth Advisors's VOE Position: Q3 2022 in Review

RGT Wealth Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2022 at 311 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #92.

RGT Wealth Advisors first reported a position in VOE in Q4 2021 and has held it in 4 quarters since. The position peaked at $57K in Q4 2021. 825 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

  • RGT Wealth Advisors held 311 shares of Vanguard Morningstar Mid-Cap Value ETF worth $38K as of Q3 2022.
  • RGT Wealth Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2022.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #92 holding.
  • RGT Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $57K in Q4 2021.
  • 825 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.