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Cox Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Cox Capital 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
Q2 		– Sell
-330
Closed -$39K – 185
2020
Q1 		$39K Buy
+330
New +$35.5K 0.03% 110

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Bank of America
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Jones Financial Companies
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Envestnet Asset Management
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UBS Group
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Cox Capital Management's VOE Position: Q2 2020 in Review

Cox Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2020, closing a stake of 330 shares — an estimated $39K sold.

Cox Capital Management first reported a position in VOE in Q1 2020 and held it in 1 quarter. The position peaked at $39K in Q1 2020. 564 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

  • Cox Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Cox Capital Management sold 330 Vanguard Mid-Cap Value ETF shares in Q2 2020, an estimated $39K.
  • Cox Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2020 and held it in 1 quarter.
  • Cox Capital Management's Vanguard Mid-Cap Value ETF position peaked at $39K in Q1 2020.
  • 564 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.