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Howard Financial Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Howard Financial Services’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
Q1 		– Sell
-7,527
Closed -$717K – 117
2018
Q4 		$717K Buy
+7,527
New +$790K 0.55% 38

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TF
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Jones Financial Companies
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Envestnet Asset Management
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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Howard Financial Services's VOE Position: Q1 2019 in Review

Howard Financial Services sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2019, closing a stake of 7,527 shares — an estimated $717K sold.

Howard Financial Services first reported a position in VOE in Q4 2018 and held it in 1 quarter. The position peaked at $717K in Q4 2018. 506 funds tracked by Wall St. Rank hold VOE as of Q1 2019.

  • Howard Financial Services reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Howard Financial Services sold 7,527 Vanguard Mid-Cap Value ETF shares in Q1 2019, an estimated $717K.
  • Howard Financial Services first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • Howard Financial Services's Vanguard Mid-Cap Value ETF position peaked at $717K in Q4 2018.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2019.

Based on Howard Financial Services's 13F filing for Q1 2019, filed 14 May 2019.