Kiley Juergens Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-592	Closed	-$66K	–	637
2018 Q3	$66K	Buy	592 +175	+42%	+$19.9K	0.05%	201
2018 Q2	$46K	Buy	+417	New	+$46.2K	0.04%	213
2018 Q1	–	Sell	-317	Closed	-$35K	–	593
2017 Q4	$35K	Buy	+317	New	+$34.3K	0.03%	253

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kiley Juergens Wealth Management's VOE Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2018, closing a stake of 592 shares — an estimated $66K sold.

Kiley Juergens Wealth Management first reported a position in VOE in Q4 2017 and held it in 3 quarters. The position peaked at $66K in Q3 2018. 497 funds tracked by Wall St. Rank hold VOE as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 592 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2018, an estimated $66K.
Kiley Juergens Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $66K in Q3 2018.
497 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.