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Brandywine Oak Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-484
Closed -$46K – 616
2018
Q4 		$46K Buy
+484
New +$50.8K 0.01% 372

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Morgan Stanley
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TF
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Bank of America
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Brandywine Oak Private Wealth's VOE Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2019, closing a stake of 484 shares — an estimated $46K sold.

Brandywine Oak Private Wealth first reported a position in VOE in Q4 2018 and held it in 1 quarter. The position peaked at $46K in Q4 2018. 506 funds tracked by Wall St. Rank hold VOE as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 484 Vanguard Mid-Cap Value ETF shares in Q1 2019, an estimated $46K.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Vanguard Mid-Cap Value ETF position peaked at $46K in Q4 2018.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.