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Mirador Capital Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Mirador Capital Partners’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
2017
Q1 		– Sell
-11,689
Closed -$1.14M – 148
2016
Q4 		$1.14M Sell
11,689
-690
-6% -$64.9K 0.92% 38
2016
Q3 		$1.13M Sell
12,379
-23,163
-65% -$2.12M 1% 38
2016
Q2 		$3.24M Buy
35,542
+32,494
+1,066% +$2.86M 3.25% 3
2016
Q1 		$264K Buy
+3,048
New +$250K 0.29% 75

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Mirador Capital Partners's VOOV Position: Q1 2017 in Review

Mirador Capital Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2017, closing a stake of 11,689 shares — an estimated $1.14M sold.

Mirador Capital Partners first reported a position in VOOV in Q1 2016 and held it in 4 quarters. The position peaked at $3.24M in Q2 2016. 55 funds tracked by Wall St. Rank hold VOOV as of Q1 2017.

  • Mirador Capital Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Mirador Capital Partners sold 11,689 Vanguard S&P 500 Value ETF shares in Q1 2017, an estimated $1.14M.
  • Mirador Capital Partners first reported a position in Vanguard S&P 500 Value ETF in Q1 2016 and held it in 4 quarters.
  • Mirador Capital Partners's Vanguard S&P 500 Value ETF position peaked at $3.24M in Q2 2016.
  • 55 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2017.

Based on Mirador Capital Partners's 13F filing for Q1 2017, filed 12 May 2017.