Private Wealth Advisors (California)’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Private Wealth Advisors (California)’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 Q2	–	Sell	-8,027	Closed	-$653K	–	62
2020 Q1	$653K	Buy	8,027 +929	+13%	+$100K	0.54%	33
2019 Q4	$846K	Buy	7,098 +942	+15%	+$109K	0.49%	47
2019 Q3	$696K	Sell	6,156 -11	-0.2%	-$1.22K	0.45%	37
2019 Q2	$665K	Hold	6,167	–	–	0.45%	37
2019 Q1	$665K	Buy	6,167 +720	+13%	+$75.6K	0.45%	37
2018 Q4	$519K	Buy	+5,447	New	+$572K	0.42%	37

Other funds holding VOE

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

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

TAIM

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Private Wealth Advisors (California)'s VOE Position: Q2 2020 in Review

Private Wealth Advisors (California) sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2020, closing a stake of 8,027 shares — an estimated $653K sold.

Private Wealth Advisors (California) first reported a position in VOE in Q4 2018 and held it in 6 quarters. The position peaked at $846K in Q4 2019. 565 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

Private Wealth Advisors (California) reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Private Wealth Advisors (California) sold 8,027 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2020, an estimated $653K.
Private Wealth Advisors (California) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and held it in 6 quarters.
Private Wealth Advisors (California)'s Vanguard Morningstar Mid-Cap Value ETF position peaked at $846K in Q4 2019.
565 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2020.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2020, filed 13 Aug 2020.