O'Brien Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

O'Brien 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
2019 Q2	–	Sell	-2,191	Closed	-$236K	–	40
2019 Q1	$236K	Hold	2,191	–	–	0.17%	36
2018 Q4	$220K	Sell	2,191 -120	-5%	-$12.6K	0.15%	35
2018 Q3	$261K	Sell	2,311 -9	-0.4%	-$1.02K	0.17%	30
2018 Q2	$256K	Buy	2,320 +9	+0.4%	+$997	0.19%	20
2018 Q1	$253K	Sell	2,311 -563	-20%	-$63.3K	0.17%	28
2017 Q4	$321K	Sell	2,874 -1,232	-30%	-$133K	0.2%	24
2017 Q3	$434K	Sell	4,106 -301	-7%	-$31.3K	0.23%	21
2017 Q2	$453K	Sell	4,407 -7,687	-64%	-$786K	0.24%	24
2017 Q1	$1.23M	Sell	12,094 -9,863	-45%	-$994K	0.68%	17
2016 Q4	$2.13M	Sell	21,957 -29,563	-57%	-$2.8M	1.28%	14
2016 Q3	$4.82M	Sell	51,520 -21,752	-30%	-$2.01M	3.15%	9
2016 Q2	$6.53M	Sell	73,272 -31,486	-30%	-$2.77M	4.55%	7
2016 Q1	$9.13M	Sell	104,758 -24,287	-19%	-$1.98M	7.09%	6
2015 Q4	$11.1M	Buy	+129,045	New	+$11.3M	10.84%	4

Other funds holding VOE

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

O'Brien Wealth Partners's VOE Position: Q2 2019 in Review

O'Brien Wealth Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2019, closing a stake of 2,191 shares — an estimated $236K sold.

O'Brien Wealth Partners first reported a position in VOE in Q4 2015 and held it in 14 quarters. The position peaked at $11.1M in Q4 2015. 504 funds tracked by Wall St. Rank hold VOE as of Q2 2019.

O'Brien Wealth Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
O'Brien Wealth Partners sold 2,191 Vanguard Mid-Cap Value ETF shares in Q2 2019, an estimated $236K.
O'Brien Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2015 and held it in 14 quarters.
O'Brien Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $11.1M in Q4 2015.
504 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2019.

Based on O'Brien Wealth Partners's 13F filing for Q2 2019, filed 8 Jul 2019.