Strategic Equity Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Strategic Equity 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
2022 Q1	–	Sell	-2,591	Closed	-$390K	–	51
2021 Q4	$390K	Buy	2,591 +257	+11%	+$37.7K	0.12%	37
2021 Q3	$326K	Buy	2,334 +878	+60%	+$125K	0.11%	38
2021 Q2	$205K	Buy	+1,456	New	+$206K	0.07%	37

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Equity Management's VOE Position: Q1 2022 in Review

Strategic Equity Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2022, closing a stake of 2,591 shares — an estimated $390K sold.

Strategic Equity Management first reported a position in VOE in Q2 2021 and held it in 3 quarters. The position peaked at $390K in Q4 2021. 876 funds tracked by Wall St. Rank hold VOE as of Q1 2022.

Strategic Equity Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Strategic Equity Management sold 2,591 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2022, an estimated $390K.
Strategic Equity Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and held it in 3 quarters.
Strategic Equity Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $390K in Q4 2021.
876 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2022.

Based on Strategic Equity Management's 13F filing for Q1 2022, filed 2 May 2022.