Michael Gelband’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Michael Gelband’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,500	Closed	-$575K	–	2264
2020 Q2	$575K	Buy	+5,500	New	+$565K	0.01%	1006

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Michael Gelband's VOOV Position: Q3 2020 in Review

Michael Gelband sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2020, closing a stake of 5,500 shares — an estimated $575K sold.

Michael Gelband first reported a position in VOOV in Q2 2020 and held it in 1 quarter. The position peaked at $575K in Q2 2020. 125 funds tracked by Wall St. Rank hold VOOV as of Q3 2020.

Michael Gelband reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2020 after selling out during the quarter.
Michael Gelband sold 5,500 Vanguard S&P 500 Value ETF shares in Q3 2020, an estimated $575K.
Michael Gelband first reported a position in Vanguard S&P 500 Value ETF in Q2 2020 and held it in 1 quarter.
Michael Gelband's Vanguard S&P 500 Value ETF position peaked at $575K in Q2 2020.
125 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2020.

Based on ExodusPoint Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.