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Reitz Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Reitz Capital Advisors’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
-675
Closed -$65K – 117
2020
Q2 		$65K Buy
+675
New +$61.9K 0.08% 59

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Reitz Capital Advisors's VOE Position: Q3 2020 in Review

Reitz Capital Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2020, closing a stake of 675 shares — an estimated $65K sold.

Reitz Capital Advisors first reported a position in VOE in Q2 2020 and held it in 1 quarter. The position peaked at $65K in Q2 2020. 559 funds tracked by Wall St. Rank hold VOE as of Q3 2020.

  • Reitz Capital Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Reitz Capital Advisors sold 675 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2020, an estimated $65K.
  • Reitz Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • Reitz Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $65K in Q2 2020.
  • 559 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2020.

Based on Reitz Capital Advisors's 13F filing for Q3 2020, filed 19 Oct 2020.