Seelaus Asset Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Seelaus Asset Management’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	-1,648	Closed	-$201K	–	217
2022 Q3	$201K	Sell	1,648 -287	-15%	-$38.9K	0.16%	173
2022 Q2	$251K	Buy	1,935 +7	+0.4%	+$990	0.19%	156
2022 Q1	$288K	Sell	1,928 -277	-13%	-$40.7K	0.17%	180
2021 Q4	$331K	Buy	2,205 +11	+0.5%	+$1.61K	0.18%	170
2021 Q3	$306K	Buy	2,194 +155	+8%	+$22K	0.18%	176
2021 Q2	$286K	Buy	2,039 +125	+7%	+$17.7K	0.17%	192
2021 Q1	$258K	Sell	1,914 -169	-8%	-$21.6K	0.17%	175
2020 Q4	$248K	Buy	+2,083	New	+$233K	0.18%	153

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

Seelaus Asset Management's VOE Position: Q4 2022 in Review

Seelaus Asset Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 1,648 shares — an estimated $201K sold.

Seelaus Asset Management first reported a position in VOE in Q4 2020 and held it in 8 quarters. The position peaked at $331K in Q4 2021. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

Seelaus Asset Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Seelaus Asset Management sold 1,648 Vanguard Mid-Cap Value ETF shares in Q4 2022, an estimated $201K.
Seelaus Asset Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and held it in 8 quarters.
Seelaus Asset Management's Vanguard Mid-Cap Value ETF position peaked at $331K in Q4 2021.
912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

Based on Seelaus Asset Management's 13F filing for Q4 2022, filed 19 Jan 2023.