Ropes Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-309	Closed	-$37K	–	769
2020 Q4	$37K	Hold	309	–	–	0.01%	421
2020 Q3	$31K	Hold	309	–	–	0.01%	381
2020 Q2	$30K	Buy	+309	New	+$28.3K	0.01%	360
2019 Q4	–	Sell	-3,570	Closed	-$403K	–	562
2019 Q3	$403K	Hold	3,570	–	–	0.09%	154
2019 Q2	$397K	Hold	3,570	–	–	0.08%	159
2019 Q1	$385K	Hold	3,570	–	–	0.1%	161
2018 Q4	$340K	Hold	3,570	–	–	0.1%	163
2018 Q3	$404K	Hold	3,570	–	–	0.1%	166
2018 Q2	$394K	Hold	3,570	–	–	0.11%	162
2018 Q1	$391K	Hold	3,570	–	–	0.11%	160
2017 Q4	$398K	Hold	3,570	–	–	0.1%	160
2017 Q3	$377K	Hold	3,570	–	–	0.1%	162
2017 Q2	$367K	Hold	3,570	–	–	0.1%	163
2017 Q1	$364K	Hold	3,570	–	–	0.11%	160
2016 Q4	$347K	Hold	3,570	–	–	0.11%	157
2016 Q3	$334K	Hold	3,570	–	–	0.11%	153
2016 Q2	$318K	Buy	+3,570	New	+$314K	0.11%	148

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ropes Wealth Advisors's VOE Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2021, closing a stake of 309 shares — an estimated $37K sold.

Ropes Wealth Advisors first reported a position in VOE in Q2 2016 and held it in 17 quarters. The position peaked at $404K in Q3 2018. 698 funds tracked by Wall St. Rank hold VOE as of Q1 2021.

Ropes Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 309 Vanguard Mid-Cap Value ETF shares in Q1 2021, an estimated $37K.
Ropes Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2016 and held it in 17 quarters.
Ropes Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $404K in Q3 2018.
698 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.