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Beese Fulmer Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-218
Closed -$21K – 532
2020
Q2 		$21K Buy
+218
New +$20K ﹤0.01% 404

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
TF
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beese Fulmer Investment Management's VOE Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2020, closing a stake of 218 shares — an estimated $21K sold.

Beese Fulmer Investment Management first reported a position in VOE in Q2 2020 and held it in 1 quarter. The position peaked at $21K in Q2 2020. 559 funds tracked by Wall St. Rank hold VOE as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 218 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2020, an estimated $21K.
  • Beese Fulmer Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $21K in Q2 2020.
  • 559 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.