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

Meridian 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
2019
Q1 		– Sell
-450
Closed -$43K – 386
2018
Q4 		$43K Buy
+450
New +$47.2K 0.03% 269

Other funds holding VOE

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PNC Financial Services Group
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Meridian Wealth Advisors's VOE Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2019, closing a stake of 450 shares — an estimated $43K sold.

Meridian Wealth Advisors first reported a position in VOE in Q4 2018 and held it in 1 quarter. The position peaked at $43K in Q4 2018. 506 funds tracked by Wall St. Rank hold VOE as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 450 Vanguard Mid-Cap Value ETF shares in Q1 2019, an estimated $43K.
  • Meridian Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $43K in Q4 2018.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.