Ten Capital Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Ten Capital Wealth Advisors’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	$180K	Buy	1,301 +88	+7%	+$11.7K	0.05%	138
2023 Q1	$163K	Hold	1,213	–	–	0.05%	121
2022 Q4	$164K	Sell	1,213 -643	-35%	-$86.3K	0.07%	96
2022 Q3	$226K	Buy	+1,856	New	+$251K	0.1%	71
2021 Q4	–	Sell	-18	Closed	-$3K	–	521
2021 Q3	$3K	Sell	18 -17,089	-100%	-$2.43M	﹤0.01%	352
2021 Q2	$2.4M	Sell	17,107 -1,212	-7%	-$171K	0.54%	49
2021 Q1	$2.47M	Buy	18,319 +196	+1%	+$25.1K	0.6%	51
2020 Q4	$2.16M	Buy	18,123 +334	+2%	+$37.4K	0.6%	51
2020 Q3	$1.8M	Buy	+17,789	New	+$1.8M	0.61%	50

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

Ten Capital Wealth Advisors's VOE Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 7.3% in Q2 2023, buying an estimated $11.7K and bringing the position to 1,301 shares worth $180K. The position accounts for 0.05% of the portfolio, ranked #138.

Ten Capital Wealth Advisors first reported a position in VOE in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.47M in Q1 2021. 909 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

Ten Capital Wealth Advisors held 1,301 shares of Vanguard Mid-Cap Value ETF worth $180K as of Q2 2023.
Ten Capital Wealth Advisors bought 88 Vanguard Mid-Cap Value ETF shares in Q2 2023, an estimated $11.7K.
Vanguard Mid-Cap Value ETF made up 0.05% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #138 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2020 and has held it in 9 quarters since.
Ten Capital Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $2.47M in Q1 2021.
909 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.