PJB
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Paul John Balson’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Paul John Balson’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
-2,162
Closed -$207K – 81
2020
Q2 		$207K Buy
+2,162
New +$198K 0.08% 73

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paul John Balson's VOE Position: Q3 2020 in Review

Paul John Balson sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2020, closing a stake of 2,162 shares — an estimated $207K sold.

Paul John Balson first reported a position in VOE in Q2 2020 and held it in 1 quarter. The position peaked at $207K in Q2 2020. 558 funds tracked by Wall St. Rank hold VOE as of Q3 2020.

  • Paul John Balson reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Paul John Balson sold 2,162 Vanguard Mid-Cap Value ETF shares in Q3 2020, an estimated $207K.
  • Paul John Balson first reported a position in Vanguard Mid-Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • Paul John Balson's Vanguard Mid-Cap Value ETF position peaked at $207K in Q2 2020.
  • 558 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2020.

Based on Paul John Balson's 13F filing for Q3 2020, filed 16 Nov 2020.