Tru Independence Asset Management 2’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
– Sell
-1,389
Closed -$208K – 100
2022
Q1
$208K Buy
+1,389
New +$204K 0.12% 93
2021
Q1
– Sell
-302
Closed -$36K – 408
2020
Q4
$36K Buy
+302
New +$33.8K 0.03% 208

Other funds holding VOE

Tru Independence Asset Management 2's VOE Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 1,389 shares — an estimated $208K sold.

Tru Independence Asset Management 2 first reported a position in VOE in Q4 2020 and held it in 2 quarters. The position peaked at $208K in Q1 2022. 842 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

  • Tru Independence Asset Management 2 reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 1,389 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2022, an estimated $208K.
  • Tru Independence Asset Management 2 first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and held it in 2 quarters.
  • Tru Independence Asset Management 2's Vanguard Morningstar Mid-Cap Value ETF position peaked at $208K in Q1 2022.
  • 842 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.