Guidant Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Guidant Wealth Advisors’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 Q3	$7.78M	Buy	68,825 +7,935	+13%	+$881K	2.89%	11
2019 Q2	$6.78M	Buy	60,890 +3,078	+5%	+$337K	2.62%	13
2019 Q1	$6.24M	Buy	57,812 +6,240	+12%	+$655K	2.43%	13
2018 Q4	$4.91M	Sell	51,572 -53,336	-51%	-$5.6M	2.29%	15
2018 Q3	$13.3M	Buy	104,908 +10,757	+11%	+$1.22M	5.56%	7
2018 Q2	$11.5M	Buy	94,151 +8,957	+11%	+$992K	5.01%	7
2018 Q1	$9.96M	Buy	85,194 +2,541	+3%	+$286K	4.5%	8
2017 Q4	$10.2M	Buy	82,653 +44,611	+117%	+$4.83M	4.55%	7
2017 Q3	$4.04M	Buy	38,042 +2,433	+7%	+$253K	2.87%	12
2017 Q2	$3.67M	Buy	35,609 +711	+2%	+$72.7K	1.89%	18
2017 Q1	$3.52M	Buy	34,898 +6,725	+24%	+$678K	1.85%	20
2016 Q4	$2.78M	Buy	28,173 +20,060	+247%	+$1.9M	1.57%	25
2016 Q3	$750K	Buy	+8,113	New	+$751K	0.46%	48

Other funds holding VOE

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

TAIM

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Guidant Wealth Advisors's VOE Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 13% in Q3 2019, buying an estimated $881K and bringing the position to 68,825 shares worth $7.78M. The position accounts for 2.89% of the portfolio, ranked #11.

Guidant Wealth Advisors first reported a position in VOE in Q3 2016 and has held it in 13 quarters since. The position peaked at $13.3M in Q3 2018. 520 funds tracked by Wall St. Rank hold VOE as of Q3 2019.

Guidant Wealth Advisors held 68,825 shares of Vanguard Mid-Cap Value ETF worth $7.78M as of Q3 2019.
Guidant Wealth Advisors bought 7,935 Vanguard Mid-Cap Value ETF shares in Q3 2019, an estimated $881K.
Vanguard Mid-Cap Value ETF made up 2.89% of Guidant Wealth Advisors's portfolio in Q3 2019, its #11 holding.
Guidant Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $13.3M in Q3 2018.
520 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.