IWP
VOE icon

Icon Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-618
Closed -$67K – 753
2019
Q1 		$67K Buy
+618
New +$64.9K 0.03% 297
2018
Q3 		– Sell
-479
Closed -$53K – 712
2018
Q2 		$53K Buy
+479
New +$53K 0.02% 372
2018
Q1 		– Sell
-726
Closed -$81K – 715
2017
Q4 		$81K Buy
+726
New +$78.6K 0.04% 312

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Icon Wealth Partners's VOE Position: Q2 2019 in Review

Icon Wealth Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2019, closing a stake of 618 shares — an estimated $67K sold.

Icon Wealth Partners first reported a position in VOE in Q4 2017 and held it in 3 quarters. The position peaked at $81K in Q4 2017. 504 funds tracked by Wall St. Rank hold VOE as of Q2 2019.

  • Icon Wealth Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 618 Vanguard Mid-Cap Value ETF shares in Q2 2019, an estimated $67K.
  • Icon Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $81K in Q4 2017.
  • 504 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.