Greenwich Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Greenwich Wealth 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
2017 Q1	–	Sell	-18,074	Closed	-$1.76M	–	212
2016 Q4	$1.76M	Sell	18,074 -477	-3%	-$45.2K	0.22%	65
2016 Q3	$1.74M	Sell	18,551 -142	-0.8%	-$13.1K	0.31%	62
2016 Q2	$1.67M	Buy	18,693 +725	+4%	+$63.8K	0.4%	58
2016 Q1	$1.56M	Buy	+17,968	New	+$1.47M	0.41%	56

Other funds holding VOE

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greenwich Wealth Management's VOE Position: Q1 2017 in Review

Greenwich Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2017, closing a stake of 18,074 shares — an estimated $1.76M sold.

Greenwich Wealth Management first reported a position in VOE in Q1 2016 and held it in 4 quarters. The position peaked at $1.76M in Q4 2016. 338 funds tracked by Wall St. Rank hold VOE as of Q1 2017.

Greenwich Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2017 after selling out during the quarter.
Greenwich Wealth Management sold 18,074 Vanguard Mid-Cap Value ETF shares in Q1 2017, an estimated $1.76M.
Greenwich Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2016 and held it in 4 quarters.
Greenwich Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $1.76M in Q4 2016.
338 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.