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Global Strategic Investment Solutions’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Global Strategic Investment Solutions’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
-2,023
Closed -$241K – 92
2019
Q4 		$241K Buy
2,023
+15
+0.7% +$1.73K 0.09% 59
2019
Q3 		$227K Buy
+2,008
New +$223K 0.09% 62

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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

Global Strategic Investment Solutions's VOE Position: Q1 2020 in Review

Global Strategic Investment Solutions sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 2,023 shares — an estimated $241K sold.

Global Strategic Investment Solutions first reported a position in VOE in Q3 2019 and held it in 2 quarters. The position peaked at $241K in Q4 2019. 543 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

  • Global Strategic Investment Solutions reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Global Strategic Investment Solutions sold 2,023 Vanguard Mid-Cap Value ETF shares in Q1 2020, an estimated $241K.
  • Global Strategic Investment Solutions first reported a position in Vanguard Mid-Cap Value ETF in Q3 2019 and held it in 2 quarters.
  • Global Strategic Investment Solutions's Vanguard Mid-Cap Value ETF position peaked at $241K in Q4 2019.
  • 543 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2020.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2020, filed 15 Apr 2020.