Selective Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Selective Wealth Management’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	-200	Closed	-$24K	–	430
2020 Q4	$24K	Hold	200	–	–	0.02%	168
2020 Q3	$20K	Hold	200	–	–	0.02%	158
2020 Q2	$19K	Buy	+200	New	+$18.3K	0.02%	184
2020 Q1	–	Sell	-576	Closed	-$69K	–	348
2019 Q4	$69K	Buy	+576	New	+$66.4K	0.08%	60
2019 Q3	–	Sell	-1,929	Closed	-$215K	–	343
2019 Q2	$215K	Buy	+1,929	New	+$211K	0.35%	35

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

Selective Wealth Management's VOE Position: Q1 2021 in Review

Selective Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2021, closing a stake of 200 shares — an estimated $24K sold.

Selective Wealth Management first reported a position in VOE in Q2 2019 and held it in 5 quarters. The position peaked at $215K in Q2 2019. 699 funds tracked by Wall St. Rank hold VOE as of Q1 2021.

Selective Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
Selective Wealth Management sold 200 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2021, an estimated $24K.
Selective Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and held it in 5 quarters.
Selective Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $215K in Q2 2019.
699 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.