Nachman Norwood & Parrott’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Nachman Norwood & Parrott’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 Q2	$3.42M	Buy	24,346 +519	+2%	+$73.4K	0.35%	59
2021 Q1	$3.21M	Sell	23,827 -114	-0.5%	-$14.6K	0.35%	59
2020 Q4	$2.85M	Buy	23,941 +65	+0.3%	+$7.28K	0.33%	61
2020 Q3	$2.42M	Sell	23,876 -336	-1%	-$34K	0.33%	65
2020 Q2	$2.32M	Sell	24,212 -2,667	-10%	-$245K	0.38%	64
2020 Q1	$2.19M	Sell	26,879 -1,222	-4%	-$132K	0.44%	51
2019 Q4	$3.35M	Sell	28,101 -970	-3%	-$112K	0.55%	34
2019 Q3	$3.29M	Sell	29,071 -416	-1%	-$46.2K	0.58%	32
2019 Q2	$3.28M	Buy	29,487 +80	+0.3%	+$8.76K	0.59%	34
2019 Q1	$3.19M	Buy	29,407 +53	+0.2%	+$5.57K	0.59%	31
2018 Q4	$2.8M	Buy	+29,354	New	+$3.08M	0.58%	33

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Nachman Norwood & Parrott's VOE Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.2% in Q2 2021, buying an estimated $73.4K and bringing the position to 24,346 shares worth $3.42M. The position accounts for 0.35% of the portfolio, ranked #59.

Nachman Norwood & Parrott first reported a position in VOE in Q4 2018 and has held it in 11 quarters since. 720 funds tracked by Wall St. Rank hold VOE as of Q2 2021.

Nachman Norwood & Parrott held 24,346 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.42M as of Q2 2021.
Nachman Norwood & Parrott bought 519 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2021, an estimated $73.4K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.35% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #59 holding.
Nachman Norwood & Parrott first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 11 quarters since.
720 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.