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Fulcrum Equity Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-178
Closed -$20K – 224
2019
Q3 		$20K Buy
+178
New +$19.8K 0.01% 119

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TAIM
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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fulcrum Equity Management's VOE Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2019, closing a stake of 178 shares — an estimated $20K sold.

Fulcrum Equity Management first reported a position in VOE in Q3 2019 and held it in 1 quarter. The position peaked at $20K in Q3 2019. 611 funds tracked by Wall St. Rank hold VOE as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 178 Vanguard Mid-Cap Value ETF shares in Q4 2019, an estimated $20K.
  • Fulcrum Equity Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Vanguard Mid-Cap Value ETF position peaked at $20K in Q3 2019.
  • 611 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.