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

V 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 Q3	–	Sell	-2,116	Closed	-$293K	–	366
2023 Q2	$293K	Sell	2,116 -17	-0.8%	-$2.27K	0.05%	290
2023 Q1	$286K	Buy	+2,133	New	+$296K	0.05%	301

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

V Wealth Advisors's VOE Position: Q3 2023 in Review

V Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2023, closing a stake of 2,116 shares — an estimated $293K sold.

V Wealth Advisors first reported a position in VOE in Q1 2023 and held it in 2 quarters. The position peaked at $293K in Q2 2023. 890 funds tracked by Wall St. Rank hold VOE as of Q3 2023.

V Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 2,116 Vanguard Mid-Cap Value ETF shares in Q3 2023, an estimated $293K.
V Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2023 and held it in 2 quarters.
V Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $293K in Q2 2023.
890 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.