Private Wealth Advisors (California)’s Vanguard 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 $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $173B AUM 20.72% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Private Wealth Advisors (California) sold out of Vanguard 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. 564 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

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

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