Mid Atlantic Financial Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Mid Atlantic Financial Management’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 Q3	$3.48M	Buy	24,908 +2,048	+9%	+$291K	0.23%	98
2021 Q2	$3.21M	Buy	22,860 +5	+0%	+$707	0.22%	100
2021 Q1	$3.08M	Sell	22,855 -25	-0.1%	-$3.2K	0.23%	99
2020 Q4	$2.72M	Sell	22,880 -1,281	-5%	-$143K	0.21%	107
2020 Q3	$2.71M	Sell	24,161 -1,247	-5%	-$126K	0.24%	94
2020 Q2	$2.43M	Sell	25,408 -412	-2%	-$37.8K	0.23%	93
2020 Q1	$2.1M	Buy	25,820 +1,941	+8%	+$209K	0.24%	91
2019 Q4	$2.85M	Buy	23,879 +436	+2%	+$50.2K	0.27%	83
2019 Q3	$2.65M	Buy	23,443 +399	+2%	+$44.3K	0.28%	68
2019 Q2	$2.57M	Buy	23,044 +584	+3%	+$63.9K	0.27%	77
2019 Q1	$2.42M	Buy	22,460 +205	+0.9%	+$21.5K	0.26%	76
2018 Q4	$2.12M	Buy	+22,255	New	+$2.34M	0.26%	83

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

TAIM

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

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

Mid Atlantic Financial Management's VOE Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 9% in Q3 2021, buying an estimated $291K and bringing the position to 24,908 shares worth $3.48M. The position accounts for 0.23% of the portfolio, ranked #98.

Mid Atlantic Financial Management first reported a position in VOE in Q4 2018 and has held it in 12 quarters since. 710 funds tracked by Wall St. Rank hold VOE as of Q3 2021.

Mid Atlantic Financial Management held 24,908 shares of Vanguard Mid-Cap Value ETF worth $3.48M as of Q3 2021.
Mid Atlantic Financial Management bought 2,048 Vanguard Mid-Cap Value ETF shares in Q3 2021, an estimated $291K.
Vanguard Mid-Cap Value ETF made up 0.23% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #98 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and has held it in 12 quarters since.
710 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.