Stewardship Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Stewardship Financial 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	$3K	Buy	+20	New	+$2.56K	﹤0.01%	89
2020 Q2	–	Sell	-14	Closed	-$1K	–	79
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	64
2019 Q4	$2K	Hold	14	–	–	﹤0.01%	86
2019 Q3	$2K	Buy	+14	New	+$1.55K	﹤0.01%	70
2019 Q2	–	Sell	-14	Closed	-$2K	–	73
2019 Q1	$2K	Buy	+14	New	+$1.47K	﹤0.01%	67

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

Stewardship Financial Advisors's VOE Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2021: 20 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #89 among its holdings. This is a return to the name: Stewardship Financial Advisors previously reported a position in VOE as recently as Q1 2020.

Stewardship Financial Advisors first reported a position in VOE in Q1 2019 and has held it in 5 quarters since. 698 funds tracked by Wall St. Rank hold VOE as of Q1 2021.

Stewardship Financial Advisors held 20 shares of Vanguard Mid-Cap Value ETF worth $3K as of Q1 2021.
Vanguard Mid-Cap Value ETF was a new Stewardship Financial Advisors position in Q1 2021.
Vanguard Mid-Cap Value ETF made up ﹤0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #89 holding.
Stewardship Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2019 and has held it in 5 quarters since.
698 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.