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Stonebridge Financial Planning Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-210
Closed -$30K – 357
2021
Q4 		$30K Hold
210
– – 0.02% 262
2021
Q3 		$31K Buy
+210
New +$29.8K 0.02% 263
2021
Q2 		– Sell
-1
Closed – – 448
2021
Q1 		$0 Buy
+1
New +$128 ﹤0.01% 445

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Financial Planning Group's VOE Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2022, closing a stake of 210 shares — an estimated $30K sold.

Stonebridge Financial Planning Group first reported a position in VOE in Q1 2021 and held it in 3 quarters. The position peaked at $31K in Q3 2021. 875 funds tracked by Wall St. Rank hold VOE as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 210 Vanguard Mid-Cap Value ETF shares in Q1 2022, an estimated $30K.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Vanguard Mid-Cap Value ETF position peaked at $31K in Q3 2021.
  • 875 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.