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MYCIO Wealth Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

MYCIO Wealth 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
2020
Q1 		– Sell
-1,564
Closed -$196K – 387
2019
Q4 		$196K Buy
1,564
+18
+1% +$2.16K 0.01% 323
2019
Q3 		$178K Buy
1,546
+9
+0.6% +$1.02K 0.01% 301
2019
Q2 		$173K Buy
+1,537
New +$170K 0.01% 296

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

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

MYCIO Wealth Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2020, closing a stake of 1,564 shares — an estimated $196K sold.

MYCIO Wealth Partners first reported a position in VOOV in Q2 2019 and held it in 3 quarters. The position peaked at $196K in Q4 2019. 112 funds tracked by Wall St. Rank hold VOOV as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,564 Vanguard S&P 500 Value ETF shares in Q1 2020, an estimated $196K.
  • MYCIO Wealth Partners first reported a position in Vanguard S&P 500 Value ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's Vanguard S&P 500 Value ETF position peaked at $196K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2020.

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