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Sterling Investment Advisors (Pennsylvania)’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-388
Closed -$46K – 450
2019
Q4 		$46K Buy
+388
New +$44.7K 0.02% 216

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Sterling Investment Advisors (Pennsylvania)'s VOE Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 388 shares — an estimated $46K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VOE in Q4 2019 and held it in 1 quarter. The position peaked at $46K in Q4 2019. 544 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 388 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2020, an estimated $46K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Vanguard Morningstar Mid-Cap Value ETF position peaked at $46K in Q4 2019.
  • 544 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.