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Patten Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Patten Group’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
Q1 		– Sell
-532
Closed -$51K – 528
2018
Q4 		$51K Sell
532
-439
-45% -$46.1K 0.02% 279
2018
Q3 		$110K Hold
971
– – 0.04% 240
2018
Q2 		$107K Sell
971
-220
-18% -$24.4K 0.04% 240
2018
Q1 		$130K Buy
1,191
+3
+0.3% +$337 0.05% 218
2017
Q4 		$133K Buy
1,188
+10
+0.8% +$1.08K 0.05% 221
2017
Q3 		$124K Buy
1,178
+25
+2% +$2.6K 0.05% 236
2017
Q2 		$121K Buy
1,153
+624
+118% +$63.8K 0.05% 240
2017
Q1 		$54K Hold
529
– – 0.02% 307
2016
Q4 		$53K Buy
529
+25
+5% +$2.37K 0.02% 304
2016
Q3 		$46.2K Sell
504
-24
-5% -$2.22K 0.02% 325
2016
Q2 		$47K Buy
528
+48
+10% +$4.22K 0.02% 310
2016
Q1 		$41.8K Hold
480
– – 0.02% 320
2015
Q4 		$41.3K Buy
480
+315
+191% +$27.5K 0.02% 332
2015
Q3 		$13.7K Hold
165
– – 0.01% 405
2015
Q2 		$14.9K Buy
+165
New +$15.3K 0.01% 408
2015
Q1 		– Sell
-165
Closed -$15K – 244
2014
Q4 		$15K Buy
+165
New +$14.4K 0.01% 222

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Patten Group's VOE Position: Q1 2019 in Review

Patten Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2019, closing a stake of 532 shares — an estimated $51K sold.

Patten Group first reported a position in VOE in Q4 2014 and held it in 16 quarters. The position peaked at $133K in Q4 2017. 506 funds tracked by Wall St. Rank hold VOE as of Q1 2019.

  • Patten Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 532 Vanguard Mid-Cap Value ETF shares in Q1 2019, an estimated $51K.
  • Patten Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2014 and held it in 16 quarters.
  • Patten Group's Vanguard Mid-Cap Value ETF position peaked at $133K in Q4 2017.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.