Braun-Bostich & Associates’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Braun-Bostich & Associates’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 Q4	–	Sell	-288	Closed	-$29K	–	220
2020 Q3	$29K	Hold	288	–	–	0.03%	185
2020 Q2	$28K	Hold	288	–	–	0.03%	149
2020 Q1	$22K	Hold	288	–	–	0.03%	155
2019 Q4	$34K	Buy	+288	New	+$33.2K	0.03%	154
2019 Q3	–	Sell	-288	Closed	-$32K	–	294
2019 Q2	$32K	Hold	288	–	–	0.03%	209
2019 Q1	$31K	Hold	288	–	–	0.03%	220
2018 Q4	$27K	Hold	288	–	–	0.03%	205
2018 Q3	$33K	Hold	288	–	–	0.03%	198
2018 Q2	$32K	Hold	288	–	–	0.03%	189
2018 Q1	$32K	Hold	288	–	–	0.03%	194
2017 Q4	$32K	Buy	+288	New	+$31.2K	0.03%	202

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Braun-Bostich & Associates's VOE Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2020, closing a stake of 288 shares — an estimated $29K sold.

Braun-Bostich & Associates first reported a position in VOE in Q4 2017 and held it in 11 quarters. The position peaked at $34K in Q4 2019. 651 funds tracked by Wall St. Rank hold VOE as of Q4 2020.

Braun-Bostich & Associates reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 288 Vanguard Mid-Cap Value ETF shares in Q4 2020, an estimated $29K.
Braun-Bostich & Associates first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's Vanguard Mid-Cap Value ETF position peaked at $34K in Q4 2019.
651 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.