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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$1.03M Buy
10,572
+1,747
+20% +$166K 0.17% 95
2016
Q3
$826K Sell
8,825
-222
-2% -$20.5K 0.14% 90
2016
Q2
$806K Buy
9,047
+1,066
+13% +$93.8K 0.14% 83
2016
Q1
$695K Buy
+7,981
New +$651K 0.11% 92

Other funds holding VOE

Braver Wealth Management's VOE Position: Q4 2016 in Review

Braver Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 20% in Q4 2016, buying an estimated $166K and bringing the position to 10,572 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #95.

Braver Wealth Management first reported a position in VOE in Q1 2016 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold VOE as of Q4 2016.

  • Braver Wealth Management held 10,572 shares of Vanguard Mid-Cap Value ETF worth $1.03M as of Q4 2016.
  • Braver Wealth Management bought 1,747 Vanguard Mid-Cap Value ETF shares in Q4 2016, an estimated $166K.
  • Vanguard Mid-Cap Value ETF made up 0.17% of Braver Wealth Management's portfolio in Q4 2016, its #95 holding.
  • Braver Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2016 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.