Partnervest Advisory Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Partnervest Advisory Services’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 Q3	$426K	Buy	4,203 +235	+6%	+$23.8K	0.14%	128
2020 Q2	$380K	Sell	3,968 -320	-7%	-$29.3K	0.14%	119
2020 Q1	$349K	Buy	+4,288	New	+$462K	0.16%	113
2019 Q4	–	Sell	-3,710	Closed	-$419K	–	278
2019 Q3	$419K	Buy	+3,710	New	+$412K	0.15%	118
2014 Q3	–	Sell	-47	Closed	-$4K	–	779
2014 Q2	$4K	Hold	47	–	–	﹤0.01%	894
2014 Q1	$4K	Buy	+47	New	+$3.77K	﹤0.01%	863

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 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

TAIM

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Partnervest Advisory Services's VOE Position: Q3 2020 in Review

Partnervest Advisory Services increased its Vanguard Mid-Cap Value ETF (VOE) stake by 5.9% in Q3 2020, buying an estimated $23.8K and bringing the position to 4,203 shares worth $426K. The position accounts for 0.14% of the portfolio, ranked #128.

Partnervest Advisory Services first reported a position in VOE in Q1 2014 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold VOE as of Q3 2020.

Partnervest Advisory Services held 4,203 shares of Vanguard Mid-Cap Value ETF worth $426K as of Q3 2020.
Partnervest Advisory Services bought 235 Vanguard Mid-Cap Value ETF shares in Q3 2020, an estimated $23.8K.
Vanguard Mid-Cap Value ETF made up 0.14% of Partnervest Advisory Services's portfolio in Q3 2020, its #128 holding.
Partnervest Advisory Services first reported a position in Vanguard Mid-Cap Value ETF in Q1 2014 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.