GW & Wade’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

GW & Wade’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 Q2	–	Sell	-2,120	Closed	-$286K	–	389
2021 Q1	$286K	Buy	+2,120	New	+$271K	0.02%	288

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

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

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

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

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

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

GW & Wade's VOE Position: Q2 2021 in Review

GW & Wade sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2021, closing a stake of 2,120 shares — an estimated $286K sold.

GW & Wade first reported a position in VOE in Q1 2021 and held it in 1 quarter. The position peaked at $286K in Q1 2021. 719 funds tracked by Wall St. Rank hold VOE as of Q2 2021.

GW & Wade reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
GW & Wade sold 2,120 Vanguard Mid-Cap Value ETF shares in Q2 2021, an estimated $286K.
GW & Wade first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and held it in 1 quarter.
GW & Wade's Vanguard Mid-Cap Value ETF position peaked at $286K in Q1 2021.
719 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2021.

Based on GW & Wade's 13F filing for Q2 2021, filed 12 Aug 2021.