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Mirador Capital Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Mirador Capital Partners’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
-2,981
Closed -$333K – 134
2017
Q4 		$333K Hold
2,981
– – 0.18% 99
2017
Q3 		$316K Hold
2,981
– – 0.19% 101
2017
Q2 		$312K Buy
+2,981
New +$305K 0.19% 99

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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
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 $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mirador Capital Partners's VOE Position: Q1 2018 in Review

Mirador Capital Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2018, closing a stake of 2,981 shares — an estimated $333K sold.

Mirador Capital Partners first reported a position in VOE in Q2 2017 and held it in 3 quarters. The position peaked at $333K in Q4 2017. 424 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

  • Mirador Capital Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Mirador Capital Partners sold 2,981 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2018, an estimated $333K.
  • Mirador Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and held it in 3 quarters.
  • Mirador Capital Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $333K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2018.

Based on Mirador Capital Partners's 13F filing for Q1 2018, filed 2 May 2018.