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JOYN Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

JOYN Advisors’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
-81
Closed -$8K – 1373
2018
Q4 		$8K Buy
+81
New +$8.5K ﹤0.01% 1079
2018
Q2 		– Sell
-1
Closed – – 1867
2018
Q1 		$0 Buy
+1
New +$112 ﹤0.01% 1421

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

JOYN Advisors's VOE Position: Q1 2019 in Review

JOYN Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2019, closing a stake of 81 shares — an estimated $8K sold.

JOYN Advisors first reported a position in VOE in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2018. 506 funds tracked by Wall St. Rank hold VOE as of Q1 2019.

  • JOYN Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 81 Vanguard Mid-Cap Value ETF shares in Q1 2019, an estimated $8K.
  • JOYN Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2018 and held it in 2 quarters.
  • JOYN Advisors's Vanguard Mid-Cap Value ETF position peaked at $8K in Q4 2018.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.