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

SVA 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
2020 Q4	$11.1M	Sell	93,040 -13,103	-12%	-$1.47M	0.96%	18
2020 Q3	$10.8M	Sell	106,143 -8,917	-8%	-$903K	1.07%	15
2020 Q2	$11M	Buy	115,060 +18,947	+20%	+$1.74M	1.18%	13
2020 Q1	$7.81M	Buy	96,113 +8,790	+10%	+$947K	0.9%	20
2019 Q4	$10.4M	Sell	87,323 -804	-0.9%	-$92.6K	0.95%	16
2019 Q3	$9.96M	Sell	88,127 -1,013	-1%	-$113K	0.98%	16
2019 Q2	$9.93M	Sell	89,140 -2,495	-3%	-$273K	0.98%	15
2019 Q1	$9.89M	Sell	91,635 -2,143	-2%	-$225K	0.96%	16
2018 Q4	$8.93M	Sell	93,778 -1,469	-2%	-$154K	1%	17
2018 Q3	$10.8M	Buy	95,247 +34	+0%	+$3.86K	1.09%	15
2018 Q2	$10.5M	Sell	95,213 -8,029	-8%	-$889K	1.14%	14
2018 Q1	$10.9M	Buy	103,242 +4,613	+5%	+$519K	1.35%	10
2017 Q4	$11M	Sell	98,629 -4,613	-4%	-$499K	1.29%	15
2017 Q3	$10.9M	Sell	103,242 -1,351	-1%	-$140K	1.35%	10
2017 Q2	$10.8M	Sell	104,593 -452	-0.4%	-$46.2K	1.39%	10
2017 Q1	$10.7M	Sell	105,045 -2,587	-2%	-$261K	1.45%	10
2016 Q4	$10.5M	Sell	107,632 -3,295	-3%	-$313K	1.56%	11
2016 Q3	$10.4M	Sell	110,927 -1,089	-1%	-$101K	1.62%	10
2016 Q2	$9.98M	Sell	112,016 -962	-0.9%	-$84.6K	1.61%	11
2016 Q1	$9.84M	Buy	112,978 +182	+0.2%	+$14.8K	1.63%	12
2015 Q4	$9.7M	Sell	112,796 -2,409	-2%	-$211K	1.68%	10
2015 Q3	$9.59M	Buy	115,205 +735	+0.6%	+$65.2K	1.79%	7
2015 Q2	$10.4M	Buy	114,470 +386	+0.3%	+$35.7K	1.91%	5
2015 Q1	$10.5M	Sell	114,084 -1,095	-1%	-$98.9K	1.91%	5
2014 Q4	$10.3M	Buy	115,179 +442	+0.4%	+$38.6K	3.74%	2
2014 Q3	$9.74M	Sell	114,737 -98	-0.1%	-$8.48K	4.15%	2
2014 Q2	$9.98M	Buy	114,835 +2,000	+2%	+$168K	4.27%	2
2014 Q1	$9.35M	Sell	112,835 -1,009	-0.9%	-$80.9K	4.41%	2
2013 Q4	$9.08M	Buy	+113,844	New	+$8.79M	5.42%	1

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVA Wealth Management's VOE Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 12% in Q4 2020, selling an estimated $1.47M and leaving 93,040 shares worth $11.1M. The position accounts for 0.96% of the portfolio, ranked #18.

SVA Wealth Management first reported a position in VOE in Q4 2013 and has held it in 29 quarters since. 651 funds tracked by Wall St. Rank hold VOE as of Q4 2020.

SVA Wealth Management held 93,040 shares of Vanguard Mid-Cap Value ETF worth $11.1M as of Q4 2020.
SVA Wealth Management sold 13,103 Vanguard Mid-Cap Value ETF shares in Q4 2020, an estimated $1.47M.
Vanguard Mid-Cap Value ETF made up 0.96% of SVA Wealth Management's portfolio in Q4 2020, its #18 holding.
SVA Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2013 and has held it in 29 quarters since.
651 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.