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

Darwin 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
Q2 		– Sell
-154
Closed -$12K – 775
2020
Q1 		$12K Buy
+154
New +$16.6K ﹤0.01% 450

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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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Darwin Wealth Management's VOE Position: Q2 2020 in Review

Darwin Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2020, closing a stake of 154 shares — an estimated $12K sold.

Darwin Wealth Management first reported a position in VOE in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 564 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

  • Darwin Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 154 Vanguard Mid-Cap Value ETF shares in Q2 2020, an estimated $12K.
  • Darwin Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $12K in Q1 2020.
  • 564 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.