Syverson Strege & Co’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-797	Closed	-$107K	–	604
2023 Q1	$107K	Buy	797 +12	+2%	+$1.67K	0.05%	85
2022 Q4	$106K	Hold	785	–	–	0.05%	89
2022 Q3	$96K	Sell	785 -145	-16%	-$19.6K	0.05%	93
2022 Q2	$120K	Buy	930 +100	+12%	+$14.1K	0.04%	90
2022 Q1	$124K	Buy	830 +45	+6%	+$6.62K	0.13%	84
2021 Q4	$118K	Hold	785	–	–	0.09%	90
2021 Q3	$110K	Hold	785	–	–	0.09%	93
2021 Q2	$110K	Hold	785	–	–	0.1%	89
2021 Q1	$106K	Hold	785	–	–	0.11%	87
2020 Q4	$93K	Buy	+785	New	+$87.9K	0.09%	88

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Syverson Strege & Co's VOE Position: Q2 2023 in Review

Syverson Strege & Co sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2023, closing a stake of 797 shares — an estimated $107K sold.

Syverson Strege & Co first reported a position in VOE in Q4 2020 and held it in 10 quarters. The position peaked at $124K in Q1 2022. 909 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

Syverson Strege & Co reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 797 Vanguard Mid-Cap Value ETF shares in Q2 2023, an estimated $107K.
Syverson Strege & Co first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Vanguard Mid-Cap Value ETF position peaked at $124K in Q1 2022.
909 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.