Denver PWM’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Denver PWM’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 Q4	–	Sell	-429	Closed	-$48.3K	–	209
2019 Q3	$48.3K	Buy	+429	New	+$47.7K	0.03%	129

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Denver PWM's VOE Position: Q4 2019 in Review

Denver PWM sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2019, closing a stake of 429 shares — an estimated $48.3K sold.

Denver PWM first reported a position in VOE in Q3 2019 and held it in 1 quarter. The position peaked at $48.3K in Q3 2019. 611 funds tracked by Wall St. Rank hold VOE as of Q4 2019.

Denver PWM reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
Denver PWM sold 429 Vanguard Mid-Cap Value ETF shares in Q4 2019, an estimated $48.3K.
Denver PWM first reported a position in Vanguard Mid-Cap Value ETF in Q3 2019 and held it in 1 quarter.
Denver PWM's Vanguard Mid-Cap Value ETF position peaked at $48.3K in Q3 2019.
611 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.