Coyle Financial Counsel’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Coyle Financial Counsel’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 Q3	–	Sell	-1,141	Closed	-$126K	–	295
2018 Q2	$126K	Sell	1,141 -232	-17%	-$25.7K	0.12%	55
2018 Q1	$150K	Sell	1,373 -5,005	-78%	-$563K	0.16%	38
2017 Q4	$712K	Buy	+6,378	New	+$690K	0.82%	29
2017 Q2	$255K	Buy	+2,480	New	+$254K	0.34%	38

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coyle Financial Counsel's VOE Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2018, closing a stake of 1,141 shares — an estimated $126K sold.

Coyle Financial Counsel first reported a position in VOE in Q2 2017 and held it in 4 quarters. The position peaked at $712K in Q4 2017. 443 funds tracked by Wall St. Rank hold VOE as of Q3 2018.

Coyle Financial Counsel reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 1,141 Vanguard Mid-Cap Value ETF shares in Q3 2018, an estimated $126K.
Coyle Financial Counsel first reported a position in Vanguard Mid-Cap Value ETF in Q2 2017 and held it in 4 quarters.
Coyle Financial Counsel's Vanguard Mid-Cap Value ETF position peaked at $712K in Q4 2017.
443 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.