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

Gupta 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
2016 Q1	$12M	Buy	137,843 +32,116	+30%	+$2.62M	2.81%	7
2015 Q4	$9.09M	Buy	105,727 +4,433	+4%	+$388K	2.31%	8
2015 Q3	$8.43M	Buy	101,294 +31,000	+44%	+$2.75M	2.06%	9
2015 Q2	$6.37M	Buy	70,294 +32,301	+85%	+$2.99M	1.56%	13
2015 Q1	$3.49M	Buy	+37,993	New	+$3.43M	1.03%	20

Other funds holding VOE

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

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

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

TCT

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Gupta Wealth Management's VOE Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 30% in Q1 2016, buying an estimated $2.62M and bringing the position to 137,843 shares worth $12M. The position accounts for 2.81% of the portfolio, ranked #7.

Gupta Wealth Management first reported a position in VOE in Q1 2015 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold VOE as of Q1 2016.

Gupta Wealth Management held 137,843 shares of Vanguard Morningstar Mid-Cap Value ETF worth $12M as of Q1 2016.
Gupta Wealth Management bought 32,116 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2016, an estimated $2.62M.
Vanguard Morningstar Mid-Cap Value ETF made up 2.81% of Gupta Wealth Management's portfolio in Q1 2016, its #7 holding.
Gupta Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2015 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.