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Independence Bank of Kentucky’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Independence Bank of Kentucky’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
-14
Closed -$2K – 409
2021
Q3 		$2K Hold
14
– – ﹤0.01% 389
2021
Q2 		$2K Buy
+14
New +$1.98K ﹤0.01% 378

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Independence Bank of Kentucky's VOE Position: Q4 2021 in Review

Independence Bank of Kentucky sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2021, closing a stake of 14 shares — an estimated $2K sold.

Independence Bank of Kentucky first reported a position in VOE in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 833 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

  • Independence Bank of Kentucky reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Independence Bank of Kentucky sold 14 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2021, an estimated $2K.
  • Independence Bank of Kentucky first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and held it in 2 quarters.
  • Independence Bank of Kentucky's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2K in Q3 2021.
  • 833 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2021.

Based on Independence Bank of Kentucky's 13F filing for Q4 2021, filed 26 Jan 2022.