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LWS Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

LWS Wealth 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
2020
Q1 		– Sell
-1,405
Closed -$167K – 79
2019
Q4 		$167K Buy
+1,405
New +$162K 0.09% 58

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

LWS Wealth Advisors's VOE Position: Q1 2020 in Review

LWS Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 1,405 shares — an estimated $167K sold.

LWS Wealth Advisors first reported a position in VOE in Q4 2019 and held it in 1 quarter. The position peaked at $167K in Q4 2019. 542 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

  • LWS Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 1,405 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2020, an estimated $167K.
  • LWS Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • LWS Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $167K in Q4 2019.
  • 542 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.