Hubbell Strickland Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Hubbell Strickland Wealth Management’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
2022 Q1	–	Sell	-1,356	Closed	-$204K	–	67
2021 Q4	$204K	Buy	+1,356	New	+$199K	0.11%	68
2021 Q3	–	Sell	-2,342	Closed	-$329K	–	68
2021 Q2	$329K	Sell	2,342 -169	-7%	-$23.9K	0.2%	54
2021 Q1	$339K	Buy	2,511 +10	+0.4%	+$1.28K	0.22%	52
2020 Q4	$297K	Sell	2,501 -484	-16%	-$54.2K	0.2%	53
2020 Q3	$303K	Buy	2,985 +19	+0.6%	+$1.93K	0.24%	50
2020 Q2	$284K	Buy	2,966 +20	+0.7%	+$1.83K	0.24%	51
2020 Q1	$239K	Buy	2,946 +27	+0.9%	+$2.91K	0.24%	48
2019 Q4	$348K	Buy	2,919 +125	+4%	+$14.4K	0.28%	46
2019 Q3	$316K	Buy	+2,794	New	+$310K	0.27%	47

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Hubbell Strickland Wealth Management's VOE Position: Q1 2022 in Review

Hubbell Strickland Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2022, closing a stake of 1,356 shares — an estimated $204K sold.

Hubbell Strickland Wealth Management first reported a position in VOE in Q3 2019 and held it in 9 quarters. The position peaked at $348K in Q4 2019. 876 funds tracked by Wall St. Rank hold VOE as of Q1 2022.

Hubbell Strickland Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Hubbell Strickland Wealth Management sold 1,356 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2022, an estimated $204K.
Hubbell Strickland Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2019 and held it in 9 quarters.
Hubbell Strickland Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $348K in Q4 2019.
876 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2022.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.