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LVZ Inc’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

LVZ Inc’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
Q1 		– Sell
-2,825
Closed -$315K – 79
2017
Q4 		$315K Buy
2,825
+673
+31% +$72.8K 0.09% 50
2017
Q3 		$227K Sell
2,152
-1,174
-35% -$122K 0.07% 60
2017
Q2 		$342K Buy
3,326
+414
+14% +$42.3K 3.07% 12
2017
Q1 		$297K Buy
2,912
+252
+9% +$25.4K 2.8% 17
2016
Q4 		$259K Buy
+2,660
New +$252K 2.48% 22

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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LVZ Inc's VOE Position: Q1 2018 in Review

LVZ Inc sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2018, closing a stake of 2,825 shares — an estimated $315K sold.

LVZ Inc first reported a position in VOE in Q4 2016 and held it in 5 quarters. The position peaked at $342K in Q2 2017. 424 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

  • LVZ Inc reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • LVZ Inc sold 2,825 Vanguard Mid-Cap Value ETF shares in Q1 2018, an estimated $315K.
  • LVZ Inc first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and held it in 5 quarters.
  • LVZ Inc's Vanguard Mid-Cap Value ETF position peaked at $342K in Q2 2017.
  • 424 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2018.

Based on LVZ Inc's 13F filing for Q1 2018, filed 25 Apr 2018.