Altavista Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Altavista 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
2021 Q4	$698K	Sell	4,640 -210	-4%	-$30.8K	0.14%	107
2021 Q3	$677K	Sell	4,850 -279	-5%	-$39.6K	0.15%	101
2021 Q2	$721K	Hold	5,129	–	–	0.16%	97
2021 Q1	$692K	Buy	5,129 +60	+1%	+$7.68K	0.17%	97
2020 Q4	$603K	Hold	5,069	–	–	0.15%	98
2020 Q3	$514K	Buy	5,069 +890	+21%	+$90.2K	0.14%	98
2020 Q2	$400K	Buy	+4,179	New	+$383K	0.12%	110

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Altavista Wealth Management's VOE Position: Q4 2021 in Review

Altavista Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.3% in Q4 2021, selling an estimated $30.8K and leaving 4,640 shares worth $698K. The position accounts for 0.14% of the portfolio, ranked #107.

Altavista Wealth Management first reported a position in VOE in Q2 2020 and has held it in 7 quarters since. The position peaked at $721K in Q2 2021. 833 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

Altavista Wealth Management held 4,640 shares of Vanguard Morningstar Mid-Cap Value ETF worth $698K as of Q4 2021.
Altavista Wealth Management sold 210 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2021, an estimated $30.8K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of Altavista Wealth Management's portfolio in Q4 2021, its #107 holding.
Altavista Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2020 and has held it in 7 quarters since.
Altavista Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $721K in Q2 2021.
833 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.