Franklin, Parlapiano, Turner & Welch’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
2017 Q2	–	Sell	-800	Closed	-$82K	–	109
2017 Q1	$82K	Hold	800	–	–	0.04%	66
2016 Q4	$78K	Hold	800	–	–	0.04%	67
2016 Q3	$75K	Hold	800	–	–	0.04%	65
2016 Q2	$71K	Hold	800	–	–	0.04%	60
2016 Q1	$70K	Hold	800	–	–	0.04%	63
2015 Q4	$69K	Hold	800	–	–	0.04%	63
2015 Q3	$67K	Buy	+800	New	+$70.9K	0.04%	60

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's VOE Position: Q2 2017 in Review

Franklin, Parlapiano, Turner & Welch sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2017, closing a stake of 800 shares — an estimated $82K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in VOE in Q3 2015 and held it in 7 quarters. The position peaked at $82K in Q1 2017. 350 funds tracked by Wall St. Rank hold VOE as of Q2 2017.

Franklin, Parlapiano, Turner & Welch reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 800 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2017, an estimated $82K.
Franklin, Parlapiano, Turner & Welch first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2015 and held it in 7 quarters.
Franklin, Parlapiano, Turner & Welch's Vanguard Morningstar Mid-Cap Value ETF position peaked at $82K in Q1 2017.
350 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2017.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2017, filed 17 Jul 2017.