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McKinley Carter Wealth Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-1,082
Closed -$129K – 182
2019
Q4 		$129K Buy
+1,082
New +$125K 0.03% 164

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TF
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Jones Financial Companies
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Envestnet Asset Management
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Wells Fargo
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

McKinley Carter Wealth Services's VOE Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 1,082 shares — an estimated $129K sold.

McKinley Carter Wealth Services first reported a position in VOE in Q4 2019 and held it in 1 quarter. The position peaked at $129K in Q4 2019. 542 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

  • McKinley Carter Wealth Services reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,082 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2020, an estimated $129K.
  • McKinley Carter Wealth Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $129K in Q4 2019.
  • 542 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.