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Financial Advocates Investment Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Financial Advocates Investment Management’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
2018
Q4 		– Sell
-382
Closed -$43K – 513
2018
Q3 		$43K Buy
+382
New +$42.3K ﹤0.01% 494

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's VOOV Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2018, closing a stake of 382 shares — an estimated $43K sold.

Financial Advocates Investment Management first reported a position in VOOV in Q3 2018 and held it in 1 quarter. The position peaked at $43K in Q3 2018. 100 funds tracked by Wall St. Rank hold VOOV as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 382 Vanguard S&P 500 Value ETF shares in Q4 2018, an estimated $43K.
  • Financial Advocates Investment Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2018 and held it in 1 quarter.
  • Financial Advocates Investment Management's Vanguard S&P 500 Value ETF position peaked at $43K in Q3 2018.
  • 100 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.