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

Planning Solutions 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
Q2 		$684K Sell
6,141
-166
-3% -$18.2K 0.35% 57
2019
Q1 		$681K Buy
6,307
+106
+2% +$11.1K 0.36% 54
2018
Q4 		$591K Buy
+6,201
New +$651K 0.36% 57

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

Planning Solutions Group's VOE Position: Q2 2019 in Review

Planning Solutions Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.6% in Q2 2019, selling an estimated $18.2K and leaving 6,141 shares worth $684K. The position accounts for 0.35% of the portfolio, ranked #57.

Planning Solutions Group first reported a position in VOE in Q4 2018 and has held it in 3 quarters since. 504 funds tracked by Wall St. Rank hold VOE as of Q2 2019.

  • Planning Solutions Group held 6,141 shares of Vanguard Mid-Cap Value ETF worth $684K as of Q2 2019.
  • Planning Solutions Group sold 166 Vanguard Mid-Cap Value ETF shares in Q2 2019, an estimated $18.2K.
  • Vanguard Mid-Cap Value ETF made up 0.35% of Planning Solutions Group's portfolio in Q2 2019, its #57 holding.
  • Planning Solutions Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and has held it in 3 quarters since.
  • 504 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.