Integer Wealth Advisors Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Integer Wealth Advisors Group’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	$464K	Hold	3,383	–	–	0.25%	51
2020 Q4	$412K	Hold	3,383	–	–	0.27%	52
2020 Q3	$343K	Sell	3,383 -25	-0.7%	-$2.53K	0.32%	47
2020 Q2	$319K	Hold	3,408	–	–	0.33%	43
2020 Q1	$310K	Buy	+3,408	New	+$367K	0.35%	42

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 $58.2B AUM 22.78% 1-Year Est. Return

Integer Wealth Advisors Group's VOE Position: Q1 2021 in Review

Integer Wealth Advisors Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q1 2021 at 3,383 shares worth $464K. The position accounts for 0.25% of the portfolio, ranked #51.

Integer Wealth Advisors Group first reported a position in VOE in Q1 2020 and has held it in 5 quarters since. 699 funds tracked by Wall St. Rank hold VOE as of Q1 2021.

Integer Wealth Advisors Group held 3,383 shares of Vanguard Morningstar Mid-Cap Value ETF worth $464K as of Q1 2021.
Integer Wealth Advisors Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q1 2021.
Vanguard Morningstar Mid-Cap Value ETF made up 0.25% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #51 holding.
Integer Wealth Advisors Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 5 quarters since.
699 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.