Kings Point Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Kings Point Capital 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	-345	Closed	-$39K	–	372
2018 Q3	$39K	Sell	345 -36	-9%	-$4.09K	0.01%	266
2018 Q2	$42K	Buy	381 +16	+4%	+$1.77K	0.01%	257
2018 Q1	$40K	Buy	+365	New	+$41K	0.01%	259
2016 Q1	–	Sell	-138	Closed	-$12K	–	342
2015 Q4	$12K	Hold	138	–	–	﹤0.01%	340
2015 Q3	$11K	Hold	138	–	–	﹤0.01%	362
2015 Q2	$12K	Hold	138	–	–	﹤0.01%	339
2015 Q1	$13K	Buy	+138	New	+$12.5K	﹤0.01%	339

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Kings Point Capital Management's VOE Position: Q4 2018 in Review

Kings Point Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2018, closing a stake of 345 shares — an estimated $39K sold.

Kings Point Capital Management first reported a position in VOE in Q1 2015 and held it in 7 quarters. The position peaked at $42K in Q2 2018. 496 funds tracked by Wall St. Rank hold VOE as of Q4 2018.

Kings Point Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Kings Point Capital Management sold 345 Vanguard Mid-Cap Value ETF shares in Q4 2018, an estimated $39K.
Kings Point Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2015 and held it in 7 quarters.
Kings Point Capital Management's Vanguard Mid-Cap Value ETF position peaked at $42K in Q2 2018.
496 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2018.

Based on Kings Point Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.