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

Buckley 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
2020
Q1 		– Sell
-2,071
Closed -$247K – 136
2019
Q4 		$247K Hold
2,071
– – 0.11% 121
2019
Q3 		$234K Hold
2,071
– – 0.11% 125
2019
Q2 		$231K Buy
+2,071
New +$227K 0.11% 137

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Buckley Wealth Management's VOE Position: Q1 2020 in Review

Buckley Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 2,071 shares — an estimated $247K sold.

Buckley Wealth Management first reported a position in VOE in Q2 2019 and held it in 3 quarters. The position peaked at $247K in Q4 2019. 543 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

  • Buckley Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Buckley Wealth Management sold 2,071 Vanguard Mid-Cap Value ETF shares in Q1 2020, an estimated $247K.
  • Buckley Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2019 and held it in 3 quarters.
  • Buckley Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $247K in Q4 2019.
  • 543 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2020.

Based on Buckley Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.