New England Professional Planning Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

New England Professional Planning 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	–	Sell	-2,225	Closed	-$233K	–	44
2020 Q2	$233K	Sell	2,225 -266	-11%	-$24.4K	0.18%	39
2020 Q1	$221K	Hold	2,491	–	–	0.2%	39
2019 Q4	$297K	Buy	+2,491	New	+$287K	0.24%	38
2018 Q3	$282K	Hold	2,491	–	–	0.32%	33
2018 Q2	$275K	Hold	2,491	–	–	0.35%	28
2018 Q1	$273K	Hold	2,491	–	–	0.36%	29
2017 Q4	$281K	Buy	+2,491	New	+$270K	0.34%	29
2016 Q2	$232K	Hold	2,491	–	–	0.26%	38
2016 Q1	$217K	Hold	2,491	–	–	0.22%	38
2015 Q4	$214K	Hold	2,491	–	–	0.24%	42
2015 Q3	$219K	Hold	2,491	–	–	0.25%	38
2015 Q2	$226K	Hold	2,491	–	–	0.3%	41
2015 Q1	$232K	Buy	+2,491	New	+$225K	0.31%	40

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

New England Professional Planning Group's VOE Position: Q3 2020 in Review

New England Professional Planning Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2020, closing a stake of 2,225 shares — an estimated $233K sold.

New England Professional Planning Group first reported a position in VOE in Q1 2015 and held it in 13 quarters. The position peaked at $297K in Q4 2019. 558 funds tracked by Wall St. Rank hold VOE as of Q3 2020.

New England Professional Planning Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
New England Professional Planning Group sold 2,225 Vanguard Mid-Cap Value ETF shares in Q3 2020, an estimated $233K.
New England Professional Planning Group first reported a position in Vanguard Mid-Cap Value ETF in Q1 2015 and held it in 13 quarters.
New England Professional Planning Group's Vanguard Mid-Cap Value ETF position peaked at $297K in Q4 2019.
558 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2020.

Based on New England Professional Planning Group's 13F filing for Q3 2020, filed 12 Nov 2020.