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Pinnacle Wealth Planning Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-50
Closed -$6K – 1897
2020
Q4 		$6K Buy
+50
New +$5.6K ﹤0.01% 1615

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CIAS
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TF
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TAIM
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Bank of America
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Pinnacle Wealth Planning Services's VOE Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2021, closing a stake of 50 shares — an estimated $6K sold.

Pinnacle Wealth Planning Services first reported a position in VOE in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 698 funds tracked by Wall St. Rank hold VOE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 50 Vanguard Mid-Cap Value ETF shares in Q1 2021, an estimated $6K.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Vanguard Mid-Cap Value ETF position peaked at $6K in Q4 2020.
  • 698 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.