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Clearwater Capital Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-1,354
Closed -$148K – 546
2018
Q1 		$148K Buy
+1,354
New +$152K 0.03% 201

Other funds holding VOE

Betterment LLC
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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

Clearwater Capital Advisors's VOE Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2018, closing a stake of 1,354 shares — an estimated $148K sold.

Clearwater Capital Advisors first reported a position in VOE in Q1 2018 and held it in 1 quarter. The position peaked at $148K in Q1 2018. 436 funds tracked by Wall St. Rank hold VOE as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,354 Vanguard Mid-Cap Value ETF shares in Q2 2018, an estimated $148K.
  • Clearwater Capital Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Vanguard Mid-Cap Value ETF position peaked at $148K in Q1 2018.
  • 436 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.