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Sowa Financial Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sowa Financial Group’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
-46
Closed -$4K – 342
2020
Q2 		$4K Hold
46
– – ﹤0.01% 287
2020
Q1 		$4K Hold
46
– – ﹤0.01% 275
2019
Q4 		$5K Buy
+46
New +$5.3K ﹤0.01% 272

Other funds holding VOE

Betterment LLC
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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

Sowa Financial Group's VOE Position: Q3 2020 in Review

Sowa Financial Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2020, closing a stake of 46 shares — an estimated $4K sold.

Sowa Financial Group first reported a position in VOE in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 559 funds tracked by Wall St. Rank hold VOE as of Q3 2020.

  • Sowa Financial Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 46 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2020, an estimated $4K.
  • Sowa Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5K in Q4 2019.
  • 559 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.