MYCIO Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

MYCIO Wealth 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
2020 Q1	–	Sell	-5,331	Closed	-$635K	–	384
2019 Q4	$635K	Buy	5,331 +35	+0.7%	+$4.03K	0.04%	175
2019 Q3	$598K	Buy	5,296 +12	+0.2%	+$1.33K	0.04%	159
2019 Q2	$588K	Buy	5,284 +6	+0.1%	+$657	0.05%	152
2019 Q1	$569K	Hold	5,278	–	–	0.05%	149
2018 Q4	$503K	Buy	+5,278	New	+$554K	0.05%	154
2015 Q4	–	Sell	-190	Closed	-$16K	–	834
2015 Q3	$16K	Buy	190 +3	+2%	+$266	﹤0.01%	485
2015 Q2	$17K	Hold	187	–	–	﹤0.01%	460
2015 Q1	$17K	Buy	+187	New	+$16.9K	﹤0.01%	425

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MYCIO Wealth Partners's VOE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 5,331 shares — an estimated $635K sold.

MYCIO Wealth Partners first reported a position in VOE in Q1 2015 and held it in 8 quarters. The position peaked at $635K in Q4 2019. 543 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

MYCIO Wealth Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 5,331 Vanguard Mid-Cap Value ETF shares in Q1 2020, an estimated $635K.
MYCIO Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q1 2015 and held it in 8 quarters.
MYCIO Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $635K in Q4 2019.
543 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.