Vickerman & Driscoll Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Vickerman & Driscoll 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
2020 Q1	–	Sell	-1,807	Closed	-$215K	–	73
2019 Q4	$215K	Sell	1,807 -2,738	-60%	-$315K	0.11%	69
2019 Q3	$514K	Sell	4,545 -189	-4%	-$21K	0.28%	59
2019 Q2	$527K	Sell	4,734 -632	-12%	-$69.2K	0.29%	59
2019 Q1	$579K	Sell	5,366 -669	-11%	-$70.2K	0.33%	58
2018 Q4	$575K	Buy	6,035 +246	+4%	+$25.8K	0.45%	49
2018 Q3	$655K	Buy	5,789 +64	+1%	+$7.27K	0.46%	51
2018 Q2	$632K	Sell	5,725 -1,171	-17%	-$130K	0.46%	50
2018 Q1	$754K	Sell	6,896 -1,822	-21%	-$205K	0.56%	53
2017 Q4	$973K	Buy	+8,718	New	+$943K	0.76%	53

Other funds holding VOE

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

TAIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VOE Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 1,807 shares — an estimated $215K sold.

Vickerman & Driscoll Financial Advisors first reported a position in VOE in Q4 2017 and held it in 9 quarters. The position peaked at $973K in Q4 2017. 544 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

Vickerman & Driscoll Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 1,807 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2020, an estimated $215K.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and held it in 9 quarters.
Vickerman & Driscoll Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $973K in Q4 2017.
544 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.