Market Street Wealth Management Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Market Street Wealth Management 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
2019 Q4	–	Sell	-2,506	Closed	-$283K	–	38
2019 Q3	$283K	Sell	2,506 -662	-21%	-$73.5K	0.28%	37
2019 Q2	$360K	Sell	3,168 -1,511	-32%	-$165K	0.35%	31
2019 Q1	$505K	Sell	4,679 -814	-15%	-$85.5K	0.5%	26
2018 Q4	$523K	Buy	+5,493	New	+$577K	0.58%	22

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Market Street Wealth Management Advisors's VOE Position: Q4 2019 in Review

Market Street Wealth Management Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2019, closing a stake of 2,506 shares — an estimated $283K sold.

Market Street Wealth Management Advisors first reported a position in VOE in Q4 2018 and held it in 4 quarters. The position peaked at $523K in Q4 2018. 612 funds tracked by Wall St. Rank hold VOE as of Q4 2019.

Market Street Wealth Management Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
Market Street Wealth Management Advisors sold 2,506 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2019, an estimated $283K.
Market Street Wealth Management Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and held it in 4 quarters.
Market Street Wealth Management Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $523K in Q4 2018.
612 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2019.

Based on Market Street Wealth Management Advisors's 13F filing for Q4 2019, filed 15 Jan 2020.