FDx Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

FDx Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,020	Closed	-$254K	–	615
2019 Q4	$254K	Buy	+2,020	New	+$243K	0.01%	539
2017 Q3	–	Sell	-3,228	Closed	-$327K	–	1304
2017 Q2	$327K	Buy	3,228 +738	+30%	+$74.1K	0.01%	948
2017 Q1	$250K	Buy	+2,490	New	+$249K	0.01%	1034

Other funds holding VOOV

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

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

FDx Advisors's VOOV Position: Q1 2020 in Review

FDx Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2020, closing a stake of 2,020 shares — an estimated $254K sold.

FDx Advisors first reported a position in VOOV in Q1 2017 and held it in 3 quarters. The position peaked at $327K in Q2 2017. 112 funds tracked by Wall St. Rank hold VOOV as of Q1 2020.

FDx Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
FDx Advisors sold 2,020 Vanguard S&P 500 Value ETF shares in Q1 2020, an estimated $254K.
FDx Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2017 and held it in 3 quarters.
FDx Advisors's Vanguard S&P 500 Value ETF position peaked at $327K in Q2 2017.
112 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2020.

Based on FDx Advisors's 13F filing for Q1 2020, filed 13 May 2020.