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Apriem Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Apriem 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
2017
Q2 		– Sell
-15
Closed -$2K – 541
2017
Q1 		$2K Buy
+15
New +$1.51K ﹤0.01% 605

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Apriem Advisors's VOE Position: Q2 2017 in Review

Apriem Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2017, closing a stake of 15 shares — an estimated $2K sold.

Apriem Advisors first reported a position in VOE in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 350 funds tracked by Wall St. Rank hold VOE as of Q2 2017.

  • Apriem Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 15 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2017, an estimated $2K.
  • Apriem Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2017 and held it in 1 quarter.
  • Apriem Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2K in Q1 2017.
  • 350 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.