Kiley Juergens Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Kiley Juergens Wealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-359	Closed	-$40K	–	640
2018 Q3	$40K	Hold	359	–	–	0.03%	269
2018 Q2	$38K	Buy	+359	New	+$38.3K	0.03%	238
2018 Q1	–	Sell	-359	Closed	-$39K	–	596
2017 Q4	$39K	Buy	+359	New	+$38.3K	0.04%	231

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2018, closing a stake of 359 shares — an estimated $40K sold.

Kiley Juergens Wealth Management first reported a position in VOOV in Q4 2017 and held it in 3 quarters. The position peaked at $40K in Q3 2018. 100 funds tracked by Wall St. Rank hold VOOV as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 359 Vanguard S&P 500 Value ETF shares in Q4 2018, an estimated $40K.
Kiley Juergens Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Vanguard S&P 500 Value ETF position peaked at $40K in Q3 2018.
100 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2018.

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