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Archford Capital Strategies’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Archford Capital Strategies’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
2018
Q2 		– Sell
-95
Closed -$11K – 744
2018
Q1 		$11K Buy
+95
New +$10.7K ﹤0.01% 329
2016
Q1 		– Sell
-344
Closed -$30K – 601
2015
Q4 		$30K Hold
344
– – 0.01% 324
2015
Q3 		$29K Buy
+344
New +$30.5K 0.02% 236

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Archford Capital Strategies's VOE Position: Q2 2018 in Review

Archford Capital Strategies sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2018, closing a stake of 95 shares — an estimated $11K sold.

Archford Capital Strategies first reported a position in VOE in Q3 2015 and held it in 3 quarters. The position peaked at $30K in Q4 2015. 437 funds tracked by Wall St. Rank hold VOE as of Q2 2018.

  • Archford Capital Strategies reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 95 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2018, an estimated $11K.
  • Archford Capital Strategies first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2015 and held it in 3 quarters.
  • Archford Capital Strategies's Vanguard Morningstar Mid-Cap Value ETF position peaked at $30K in Q4 2015.
  • 437 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.