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YorkBridge Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

YorkBridge Wealth Partners’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
-1,556
Closed -$202K – 294
2022
Q2 		$202K Buy
1,556
+125
+9% +$17.7K 0.05% 269
2022
Q1 		$214K Hold
1,431
– – 0.05% 276
2021
Q4 		$215K Hold
1,431
– – 0.05% 273
2021
Q3 		$200K Sell
1,431
-5
-0.3% -$710 0.05% 257
2021
Q2 		$202K Sell
1,436
-101
-7% -$14.3K 0.05% 243
2021
Q1 		$207K Sell
1,537
-290
-16% -$37.1K 0.06% 238
2020
Q4 		$217K Buy
+1,827
New +$205K 0.07% 198
2020
Q1 		– Sell
-1,912
Closed -$228K – 183
2019
Q4 		$228K Sell
1,912
-39
-2% -$4.49K 0.1% 172
2019
Q3 		$220K Hold
1,951
– – 0.11% 164
2019
Q2 		$217K Sell
1,951
-250
-11% -$27.4K 0.1% 165
2019
Q1 		$237K Sell
2,201
-290
-12% -$30.4K 0.11% 152
2018
Q4 		$237K Hold
2,491
– – 0.13% 137
2018
Q3 		$281K Buy
2,491
+75
+3% +$8.52K 0.13% 141
2018
Q2 		$267K Sell
2,416
-14
-0.6% -$1.55K 0.12% 149
2018
Q1 		$268K Sell
2,430
-310
-11% -$34.9K 0.12% 153
2017
Q4 		$299K Buy
2,740
+210
+8% +$22.7K 0.14% 139
2017
Q3 		$267K Sell
2,530
-226
-8% -$23.5K 0.14% 144
2017
Q2 		$285K Buy
2,756
+167
+6% +$17.1K 0.15% 133
2017
Q1 		$264K Buy
2,589
+1,974
+321% +$199K 0.14% 141
2016
Q4 		$60K Buy
+615
New +$58.3K 0.04% 334

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

YorkBridge Wealth Partners's VOE Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 1,556 shares — an estimated $202K sold.

YorkBridge Wealth Partners first reported a position in VOE in Q4 2016 and held it in 20 quarters. The position peaked at $299K in Q4 2017. 824 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

  • YorkBridge Wealth Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,556 Vanguard Mid-Cap Value ETF shares in Q3 2022, an estimated $202K.
  • YorkBridge Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and held it in 20 quarters.
  • YorkBridge Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $299K in Q4 2017.
  • 824 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.