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

Firestone 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
2021 Q4	–	Sell	-200	Closed	-$28K	–	436
2021 Q3	$28K	Hold	200	–	–	0.01%	277
2021 Q2	$28K	Hold	200	–	–	0.01%	269
2021 Q1	$27K	Buy	200 +80	+67%	+$10.2K	0.01%	278
2020 Q4	$14K	Buy	+120	New	+$13.4K	0.01%	332
2020 Q3	–	Sell	-695	Closed	-$67K	–	459
2020 Q2	$67K	Sell	695 -190	-21%	-$17.4K	0.03%	164
2020 Q1	$72K	Buy	885 +255	+40%	+$27.5K	0.04%	150
2019 Q4	$75K	Buy	+630	New	+$72.6K	0.03%	169

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Firestone Capital Management's VOE Position: Q4 2021 in Review

Firestone Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2021, closing a stake of 200 shares — an estimated $28K sold.

Firestone Capital Management first reported a position in VOE in Q4 2019 and held it in 7 quarters. The position peaked at $75K in Q4 2019. 832 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

Firestone Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 200 Vanguard Mid-Cap Value ETF shares in Q4 2021, an estimated $28K.
Firestone Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and held it in 7 quarters.
Firestone Capital Management's Vanguard Mid-Cap Value ETF position peaked at $75K in Q4 2019.
832 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.