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Avantax Planning Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Avantax Planning Partners’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,498
Closed -$676K – 363
2017
Q3 		$676K Buy
+6,498
New +$663K 0.05% 164

Other funds holding VOOV

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Avantax Planning Partners's VOOV Position: Q4 2017 in Review

Avantax Planning Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2017, closing a stake of 6,498 shares — an estimated $676K sold.

Avantax Planning Partners first reported a position in VOOV in Q3 2017 and held it in 1 quarter. The position peaked at $676K in Q3 2017. 76 funds tracked by Wall St. Rank hold VOOV as of Q4 2017.

  • Avantax Planning Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2017 after selling out during the quarter.
  • Avantax Planning Partners sold 6,498 Vanguard S&P 500 Value ETF shares in Q4 2017, an estimated $676K.
  • Avantax Planning Partners first reported a position in Vanguard S&P 500 Value ETF in Q3 2017 and held it in 1 quarter.
  • Avantax Planning Partners's Vanguard S&P 500 Value ETF position peaked at $676K in Q3 2017.
  • 76 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2017.

Based on Avantax Planning Partners's 13F filing for Q4 2017, filed 9 Feb 2018.