Parkside Financial Bank & Trust’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $542K | Sell |
2,943
-24
| -0.8% | -$4.48K | 0.04% | 251 |
|
|
2025
Q4 | $526K | Hold |
2,967
| – | – | 0.04% | 260 |
|
|
2025
Q3 | $518K | Sell |
2,967
-184
| -6% | -$31.3K | 0.04% | 249 |
|
|
2025
Q2 | $518K | Sell |
3,151
-784
| -20% | -$124K | 0.06% | 232 |
|
|
2025
Q1 | $632K | Buy |
3,935
+725
| +23% | +$119K | 0.08% | 181 |
|
|
2024
Q4 | $519K | Hold |
3,210
| – | – | 0.07% | 199 |
|
|
2024
Q3 | $538K | Buy |
3,210
+1,979
| +161% | +$315K | 0.07% | 192 |
|
|
2024
Q2 | $185K | Buy |
1,231
+20
| +2% | +$3.04K | 0.03% | 364 |
|
|
2024
Q1 | $189K | Sell |
1,211
-164
| -12% | -$24.1K | 0.03% | 363 |
|
|
2023
Q4 | $199K | Hold |
1,375
| – | – | 0.04% | 308 |
|
|
2023
Q3 | $180K | Sell |
1,375
-40
| -3% | -$5.54K | 0.04% | 279 |
|
|
2023
Q2 | $196K | Sell |
1,415
-34
| -2% | -$4.53K | 0.05% | 260 |
|
|
2023
Q1 | $194K | Buy |
1,449
+312
| +27% | +$43.3K | 0.05% | 241 |
|
|
2022
Q4 | $154K | Buy |
1,137
+87
| +8% | +$11.7K | 0.04% | 274 |
|
|
2022
Q3 | $128K | Buy |
1,050
+88
| +9% | +$11.9K | 0.04% | 283 |
|
|
2022
Q2 | $125K | Buy |
962
+49
| +5% | +$6.93K | 0.04% | 291 |
|
|
2022
Q1 | $137K | Sell |
913
-20
| -2% | -$2.94K | 0.04% | 287 |
|
|
2021
Q4 | $140K | Buy |
933
+446
| +92% | +$65.5K | 0.03% | 296 |
|
|
2021
Q3 | $68K | Sell |
487
-36
| -7% | -$5.11K | 0.02% | 414 |
|
|
2021
Q2 | $73K | Sell |
523
-37
| -7% | -$5.23K | 0.02% | 395 |
|
|
2021
Q1 | $76K | Buy |
560
+6
| +1% | +$768 | 0.02% | 372 |
|
|
2020
Q4 | $66K | Sell |
554
-28
| -5% | -$3.14K | 0.02% | 395 |
|
|
2020
Q3 | $59K | Sell |
582
-10
| -2% | -$1.01K | 0.02% | 390 |
|
|
2020
Q2 | $57K | Sell |
592
-70
| -11% | -$6.42K | 0.02% | 400 |
|
|
2020
Q1 | $54K | Buy |
662
+599
| +951% | +$64.5K | 0.02% | 360 |
|
|
2019
Q4 | $8K | Hold |
63
| – | – | ﹤0.01% | 852 |
|
|
2019
Q3 | $7K | Hold |
63
| – | – | ﹤0.01% | 866 |
|
|
2019
Q2 | $7K | Sell |
63
-13
| -17% | -$1.42K | ﹤0.01% | 889 |
|
|
2019
Q1 | $8K | Sell |
76
-278
| -79% | -$29.2K | ﹤0.01% | 848 |
|
|
2018
Q4 | $34K | Buy |
354
+175
| +98% | +$18.4K | 0.01% | 442 |
|
|
2018
Q3 | $20K | Buy |
+179
| New | +$20.3K | 0.01% | 611 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$11K | – | 1625 |
|
|
2018
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 714 |
|
|
2017
Q4 | $11K | Buy |
+100
| New | +$10.8K | ﹤0.01% | 718 |
|
|
2017
Q2 | – | Sell |
-315
| Closed | -$32K | – | 1556 |
|
|
2017
Q1 | $32K | Buy |
+315
| New | +$31.7K | 0.01% | 411 |
|
|
2016
Q4 | – | Sell |
-28
| Closed | -$3K | – | 1492 |
|
|
2016
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 924 |
|
|
2016
Q2 | $2K | Sell |
28
-243
| -90% | -$21.4K | ﹤0.01% | 955 |
|
|
2016
Q1 | $24K | Buy |
271
+1
| +0.4% | +$82 | 0.01% | 482 |
|
|
2015
Q4 | $23K | Buy |
270
+150
| +125% | +$13.1K | 0.01% | 488 |
|
|
2015
Q3 | $10K | Buy |
+120
| New | +$10.6K | 0.01% | 654 |
|
Other funds holding VOE
EWA
TCIIS
Parkside Financial Bank & Trust's VOE Position: Q1 2026 in Review
Parkside Financial Bank & Trust reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.81% in Q1 2026, selling an estimated $4.48K and leaving 2,943 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #251.
Parkside Financial Bank & Trust first reported a position in VOE in Q3 2015 and has held it in 39 quarters since. The position peaked at $632K in Q1 2025. 1,225 funds tracked by Wall St. Rank hold VOE as of Q1 2026.
- Parkside Financial Bank & Trust held 2,943 shares of Vanguard Morningstar Mid-Cap Value ETF worth $542K as of Q1 2026.
- Parkside Financial Bank & Trust sold 24 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $4.48K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #251 holding.
- Parkside Financial Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2015 and has held it in 39 quarters since.
- Parkside Financial Bank & Trust's Vanguard Morningstar Mid-Cap Value ETF position peaked at $632K in Q1 2025.
- 1,225 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.
Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.