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Goodwin Investment Advisory’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Goodwin Investment Advisory’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
-1
Closed – – 190
2021
Q3 		$0 Buy
+1
New +$142 ﹤0.01% 158

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goodwin Investment Advisory's VOE Position: Q4 2021 in Review

Goodwin Investment Advisory sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2021, closing a stake of 1 share.

Goodwin Investment Advisory first reported a position in VOE in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 831 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

  • Goodwin Investment Advisory reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1 Vanguard Morningstar Mid-Cap Value ETF share in Q4 2021.
  • Goodwin Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • Goodwin Investment Advisory's Vanguard Morningstar Mid-Cap Value ETF position peaked at $0 in Q3 2021.
  • 831 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2021.

Based on Goodwin Investment Advisory's 13F filing for Q4 2021, filed 11 Feb 2022.