Harborview Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Harborview Advisors’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 Q3	$1.45M	Sell	10,399 -56	-0.5%	-$7.96K	0.81%	26
2021 Q2	$1.47M	Sell	10,455 -383	-4%	-$54.1K	0.82%	26
2021 Q1	$1.46M	Buy	10,838 +96	+0.9%	+$12.3K	0.88%	25
2020 Q4	$1.28M	Sell	10,742 -933	-8%	-$105K	0.86%	27
2020 Q3	$1.18M	Sell	11,675 -264	-2%	-$26.7K	0.9%	26
2020 Q2	$1.14M	Buy	11,939 +5,610	+89%	+$514K	0.95%	23
2020 Q1	$514K	Buy	6,329 +4,000	+172%	+$431K	0.51%	44
2019 Q4	$278K	Hold	2,329	–	–	0.21%	66
2019 Q3	$263K	Hold	2,329	–	–	0.21%	67
2019 Q2	$259K	Hold	2,329	–	–	0.21%	69
2019 Q1	$251K	Buy	+2,329	New	+$245K	0.22%	61

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Harborview Advisors's VOE Position: Q3 2021 in Review

Harborview Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.54% in Q3 2021, selling an estimated $7.96K and leaving 10,399 shares worth $1.45M. The position accounts for 0.81% of the portfolio, ranked #26.

Harborview Advisors first reported a position in VOE in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.47M in Q2 2021. 711 funds tracked by Wall St. Rank hold VOE as of Q3 2021.

Harborview Advisors held 10,399 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.45M as of Q3 2021.
Harborview Advisors sold 56 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2021, an estimated $7.96K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.81% of Harborview Advisors's portfolio in Q3 2021, its #26 holding.
Harborview Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2019 and has held it in 11 quarters since.
Harborview Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.47M in Q2 2021.
711 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.