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Retirement Planning Company of New England’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-220
Closed -$33K – 866
2021
Q4 		$33K Buy
+220
New +$32.3K 0.02% 465

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Retirement Planning Company of New England's VOE Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2022, closing a stake of 220 shares — an estimated $33K sold.

Retirement Planning Company of New England first reported a position in VOE in Q4 2021 and held it in 1 quarter. The position peaked at $33K in Q4 2021. 877 funds tracked by Wall St. Rank hold VOE as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 220 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2022, an estimated $33K.
  • Retirement Planning Company of New England first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Vanguard Morningstar Mid-Cap Value ETF position peaked at $33K in Q4 2021.
  • 877 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.