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Freedom Investment Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Freedom Investment Management’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
Q1 		– Sell
-23,773
Closed -$2.65M – 1214
2017
Q4 		$2.65M Sell
23,773
-2,738
-10% -$296K 0.14% 106
2017
Q3 		$2.8M Buy
26,511
+1,842
+7% +$191K 0.15% 82
2017
Q2 		$2.54M Sell
24,669
-1,199
-5% -$123K 0.14% 83
2017
Q1 		$2.64M Buy
25,868
+724
+3% +$73K 0.15% 84
2016
Q4 		$2.44M Sell
25,144
-534
-2% -$50.6K 0.15% 72
2016
Q3 		$2.4M Sell
25,678
-2,952
-10% -$273K 0.15% 79
2016
Q2 		$2.55M Buy
28,630
+4,187
+17% +$368K 0.17% 61
2016
Q1 		$2.13M Sell
24,443
-1,758
-7% -$143K 0.15% 75
2015
Q4 		$2.25M Buy
26,201
+9,556
+57% +$835K 0.17% 67
2015
Q3 		$894K Sell
16,645
-6,846
-29% -$607K 0.09% 182
2015
Q2 		$2.13M Buy
23,491
+1,334
+6% +$123K 0.22% 63
2015
Q1 		$2.04M Buy
22,157
+621
+3% +$56.1K 0.22% 62
2014
Q4 		$1.93M Sell
21,536
-1,976
-8% -$173K 0.25% 58
2014
Q3 		$2M Buy
23,512
+2,201
+10% +$190K 0.35% 40
2014
Q2 		$1.85M Buy
21,311
+1,360
+7% +$114K 0.31% 38
2014
Q1 		$1.65M Sell
19,951
-689
-3% -$55.2K 0.35% 33
2013
Q4 		$1.65M Sell
20,640
-680
-3% -$52.5K 0.41% 33
2013
Q3 		$1.56M Buy
21,320
+182
+0.9% +$13.1K 0.45% 33
2013
Q2 		$1.45M Buy
+21,138
New +$1.45M 0.49% 36

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedom Investment Management's VOE Position: Q1 2018 in Review

Freedom Investment Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2018, closing a stake of 23,773 shares — an estimated $2.65M sold.

Freedom Investment Management first reported a position in VOE in Q2 2013 and held it in 19 quarters. The position peaked at $2.8M in Q3 2017. 424 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

  • Freedom Investment Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 23,773 Vanguard Mid-Cap Value ETF shares in Q1 2018, an estimated $2.65M.
  • Freedom Investment Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2013 and held it in 19 quarters.
  • Freedom Investment Management's Vanguard Mid-Cap Value ETF position peaked at $2.8M in Q3 2017.
  • 424 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.