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Camarda Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Camarda Financial 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
Q3 		– Sell
-283
Closed -$32K – 449
2019
Q2 		$32K Hold
283
– – 0.06% 101
2019
Q1 		$31K Sell
283
-2,371
-89% -$249K 0.06% 104
2018
Q4 		$253K Hold
2,654
– – 0.3% 38
2018
Q3 		$300K Sell
2,654
-69
-3% -$7.84K 0.34% 47
2018
Q2 		$301K Hold
2,723
– – 0.32% 58
2018
Q1 		$298K Sell
2,723
-400
-13% -$45K 0.31% 57
2017
Q4 		$348K Sell
3,123
-1,858
-37% -$201K 0.42% 54
2017
Q3 		$526K Sell
4,981
-156
-3% -$16.2K 0.57% 47
2017
Q2 		$528K Sell
5,137
-4,046
-44% -$414K 0.56% 52
2017
Q1 		$936K Sell
9,183
-8,700
-49% -$877K 0.91% 34
2016
Q4 		$1.74M Sell
17,883
-2,424
-12% -$230K 1.18% 25
2016
Q3 		$1.9M Sell
20,307
-16,872
-45% -$1.56M 1.16% 22
2016
Q2 		$3.31M Sell
37,179
-2,341
-6% -$206K 2.1% 10
2016
Q1 		$3.44M Buy
39,520
+4,606
+13% +$376K 2.14% 9
2015
Q4 		$3M Sell
34,914
-12,974
-27% -$1.13M 1.84% 12
2015
Q3 		$3.99M Buy
+47,888
New +$4.25M 2.48% 9
2014
Q1 		– Sell
-346
Closed -$28K – 227
2013
Q4 		$28K Buy
+346
New +$26.7K 0.02% 112

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Camarda Financial Advisors's VOE Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2019, closing a stake of 283 shares — an estimated $32K sold.

Camarda Financial Advisors first reported a position in VOE in Q4 2013 and held it in 17 quarters. The position peaked at $3.99M in Q3 2015. 521 funds tracked by Wall St. Rank hold VOE as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 283 Vanguard Mid-Cap Value ETF shares in Q3 2019, an estimated $32K.
  • Camarda Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2013 and held it in 17 quarters.
  • Camarda Financial Advisors's Vanguard Mid-Cap Value ETF position peaked at $3.99M in Q3 2015.
  • 521 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.