Polaris Wealth Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-836	Closed	-$95K	–	452
2018 Q3	$95K	Buy	836 +59	+8%	+$6.7K	0.01%	202
2018 Q2	$85K	Hold	777	–	–	0.01%	114
2018 Q1	$85K	Buy	+777	New	+$87.4K	0.01%	180
2016 Q1	–	Sell	-3,564	Closed	-$306K	–	150
2015 Q4	$306K	Buy	+3,564	New	+$312K	0.05%	118
2014 Q3	–	Sell	-3,939	Closed	-$342K	–	80
2014 Q2	$342K	Buy	3,939 +2,255	+134%	+$189K	0.08%	71
2014 Q1	$139K	Sell	1,684 -213	-11%	-$17.1K	0.03%	78
2013 Q4	$151K	Sell	1,897 -2,051	-52%	-$158K	0.04%	82
2013 Q3	$289K	Buy	3,948 +1,160	+42%	+$83.8K	0.09%	50
2013 Q2	$191K	Buy	+2,788	New	+$191K	0.08%	60

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Polaris Wealth Advisory Group's VOE Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2018, closing a stake of 836 shares — an estimated $95K sold.

Polaris Wealth Advisory Group first reported a position in VOE in Q2 2013 and held it in 9 quarters. The position peaked at $342K in Q2 2014. 497 funds tracked by Wall St. Rank hold VOE as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 836 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2018, an estimated $95K.
Polaris Wealth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2013 and held it in 9 quarters.
Polaris Wealth Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $342K in Q2 2014.
497 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.