MCWS
VUSE icon

McKinley Carter Wealth Services’s Vident US Equity Strategy ETF VUSE Stock Holding History

McKinley Carter Wealth Services’s Portfolio VUSE Stock Details VUSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-595
Closed -$19K – 385
2018
Q1 		$19K Buy
+595
New +$20K 0.01% 335

Other funds holding VUSE

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

McKinley Carter Wealth Services's VUSE Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Vident US Equity Strategy ETF (VUSE) in Q2 2018, closing a stake of 595 shares — an estimated $19K sold.

McKinley Carter Wealth Services first reported a position in VUSE in Q1 2018 and held it in 1 quarter. The position peaked at $19K in Q1 2018. 14 funds tracked by Wall St. Rank hold VUSE as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Vident US Equity Strategy ETF position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 595 Vident US Equity Strategy ETF shares in Q2 2018, an estimated $19K.
  • McKinley Carter Wealth Services first reported a position in Vident US Equity Strategy ETF in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Vident US Equity Strategy ETF position peaked at $19K in Q1 2018.
  • 14 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.