HCR Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

HCR Wealth 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 Q1	–	Sell	-87	Closed	-$10K	–	279
2020 Q4	$10K	Hold	87	–	–	﹤0.01%	251
2020 Q3	$9K	Hold	87	–	–	﹤0.01%	226
2020 Q2	$8K	Hold	87	–	–	﹤0.01%	231
2020 Q1	$7K	Hold	87	–	–	﹤0.01%	218
2019 Q4	$10K	Buy	+87	New	+$10K	﹤0.01%	212

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

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

HCR Wealth Advisors's VOE Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2021, closing a stake of 87 shares — an estimated $10K sold.

HCR Wealth Advisors first reported a position in VOE in Q4 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2020. 698 funds tracked by Wall St. Rank hold VOE as of Q1 2021.

HCR Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 87 Vanguard Mid-Cap Value ETF shares in Q1 2021, an estimated $10K.
HCR Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $10K in Q4 2020.
698 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.