Baldrige Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Baldrige Asset 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 Q2	–	Sell	-206	Closed	-$31K	–	332
2022 Q1	$31K	Hold	206	–	–	0.01%	204
2021 Q4	$31K	Hold	206	–	–	0.01%	203
2021 Q3	$29K	Hold	206	–	–	0.01%	207
2021 Q2	$29K	Buy	+206	New	+$29.1K	0.01%	208

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Baldrige Asset Management's VOE Position: Q2 2022 in Review

Baldrige Asset Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 206 shares — an estimated $31K sold.

Baldrige Asset Management first reported a position in VOE in Q2 2021 and held it in 4 quarters. The position peaked at $31K in Q1 2022. 842 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

Baldrige Asset Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Baldrige Asset Management sold 206 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2022, an estimated $31K.
Baldrige Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and held it in 4 quarters.
Baldrige Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $31K in Q1 2022.
842 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2022.

Based on Baldrige Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.