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

Investment 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
2015
Q2 		– Sell
-425
Closed -$39K – 142
2015
Q1 		$39K Buy
+425
New +$38.4K 0.04% 122

Other funds holding VOE

TAIM
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investment Partners's VOE Position: Q2 2015 in Review

Investment Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2015, closing a stake of 425 shares — an estimated $39K sold.

Investment Partners first reported a position in VOE in Q1 2015 and held it in 1 quarter. The position peaked at $39K in Q1 2015. 217 funds tracked by Wall St. Rank hold VOE as of Q2 2015.

  • Investment Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 425 Vanguard Mid-Cap Value ETF shares in Q2 2015, an estimated $39K.
  • Investment Partners first reported a position in Vanguard Mid-Cap Value ETF in Q1 2015 and held it in 1 quarter.
  • Investment Partners's Vanguard Mid-Cap Value ETF position peaked at $39K in Q1 2015.
  • 217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.