Total Clarity Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Total Clarity Wealth 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 Q3	–	Sell	-18	Closed	-$2K	–	958
2022 Q2	$2K	Buy	+18	New	+$2.55K	﹤0.01%	945
2022 Q1	–	Sell	-18	Closed	-$3K	–	898
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	893
2021 Q3	$3K	Buy	+18	New	+$2.56K	﹤0.01%	904
2021 Q2	–	Sell	-18	Closed	-$2K	–	731
2021 Q1	$2K	Buy	+18	New	+$2.31K	﹤0.01%	790
2020 Q1	–	Sell	-18	Closed	-$2K	–	609
2019 Q4	$2K	Buy	+18	New	+$2.07K	﹤0.01%	662

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Total Clarity Wealth Management's VOE Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 18 shares — an estimated $2K sold.

Total Clarity Wealth Management first reported a position in VOE in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 824 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

Total Clarity Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 18 Vanguard Mid-Cap Value ETF shares in Q3 2022, an estimated $2K.
Total Clarity Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $3K in Q4 2021.
824 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.