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Investment Partners’s Vanguard Morningstar 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
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
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
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investment Partners's VOE Position: Q2 2015 in Review

Investment Partners sold out of Vanguard Morningstar 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. 218 funds tracked by Wall St. Rank hold VOE as of Q2 2015.

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

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