Apriem Advisors’s Vanguard 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 New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

TAIM

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apriem Advisors's VOE Position: Q2 2017 in Review

Apriem Advisors sold out of Vanguard 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. 349 funds tracked by Wall St. Rank hold VOE as of Q2 2017.

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

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