Burt Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Burt Wealth 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
2019 Q1	–	Sell	-150	Closed	-$14K	–	381
2018 Q4	$14K	Buy	150 +105	+233%	+$11K	0.01%	261
2018 Q3	$5K	Hold	45	–	–	﹤0.01%	322
2018 Q2	$5K	Hold	45	–	–	﹤0.01%	311
2018 Q1	$5K	Hold	45	–	–	﹤0.01%	319
2017 Q4	$5K	Hold	45	–	–	﹤0.01%	307
2017 Q3	$5K	Hold	45	–	–	﹤0.01%	301
2017 Q2	$4K	Hold	45	–	–	﹤0.01%	352
2017 Q1	$5K	Hold	45	–	–	﹤0.01%	300
2016 Q4	$4K	Hold	45	–	–	﹤0.01%	334
2016 Q3	$4K	Hold	45	–	–	﹤0.01%	333
2016 Q2	$4K	Hold	45	–	–	﹤0.01%	335
2016 Q1	$4K	Hold	45	–	–	﹤0.01%	408
2015 Q4	$3K	Buy	+45	New	+$3.93K	﹤0.01%	436

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Burt Wealth Advisors's VOE Position: Q1 2019 in Review

Burt Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2019, closing a stake of 150 shares — an estimated $14K sold.

Burt Wealth Advisors first reported a position in VOE in Q4 2015 and held it in 13 quarters. The position peaked at $14K in Q4 2018. 506 funds tracked by Wall St. Rank hold VOE as of Q1 2019.

Burt Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
Burt Wealth Advisors sold 150 Vanguard Mid-Cap Value ETF shares in Q1 2019, an estimated $14K.
Burt Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2015 and held it in 13 quarters.
Burt Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $14K in Q4 2018.
506 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2019.

Based on Burt Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.