LifePlan Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

LifePlan Financial 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
2020 Q3	$23K	Buy	228 +33	+17%	+$3.34K	0.01%	326
2020 Q2	$19K	Sell	195 -2	-1%	-$183	0.01%	344
2020 Q1	$16K	Buy	197 +2	+1%	+$215	0.01%	348
2019 Q4	$23K	Hold	195	–	–	0.01%	333
2019 Q3	$22K	Hold	195	–	–	0.01%	340
2019 Q2	$22K	Hold	195	–	–	0.01%	333
2019 Q1	$21K	Hold	195	–	–	0.01%	344
2018 Q4	$19K	Sell	195 -427	-69%	-$44.8K	0.01%	338
2018 Q3	$70K	Buy	622 +9	+1%	+$1.02K	0.04%	218
2018 Q2	$68K	Buy	613 +51	+9%	+$5.65K	0.04%	215
2018 Q1	$61K	Buy	+562	New	+$63.2K	0.04%	207

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePlan Financial Group's VOE Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 17% in Q3 2020, buying an estimated $3.34K and bringing the position to 228 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #326.

LifePlan Financial Group first reported a position in VOE in Q1 2018 and has held it in 11 quarters since. The position peaked at $70K in Q3 2018. 558 funds tracked by Wall St. Rank hold VOE as of Q3 2020.

LifePlan Financial Group held 228 shares of Vanguard Mid-Cap Value ETF worth $23K as of Q3 2020.
LifePlan Financial Group bought 33 Vanguard Mid-Cap Value ETF shares in Q3 2020, an estimated $3.34K.
Vanguard Mid-Cap Value ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #326 holding.
LifePlan Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Vanguard Mid-Cap Value ETF position peaked at $70K in Q3 2018.
558 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.