Proficio Capital Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Proficio Capital Partners’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	–	Sell	-1,495	Closed	-$161K	–	2092
2019 Q1	$161K	Buy	+1,495	New	+$157K	0.06%	148
2017 Q1	–	Sell	-300	Closed	-$29K	–	1368
2016 Q4	$29K	Buy	+300	New	+$28.5K	0.01%	369

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Proficio Capital Partners's VOE Position: Q2 2019 in Review

Proficio Capital Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2019, closing a stake of 1,495 shares — an estimated $161K sold.

Proficio Capital Partners first reported a position in VOE in Q4 2016 and held it in 2 quarters. The position peaked at $161K in Q1 2019. 504 funds tracked by Wall St. Rank hold VOE as of Q2 2019.

Proficio Capital Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,495 Vanguard Mid-Cap Value ETF shares in Q2 2019, an estimated $161K.
Proficio Capital Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and held it in 2 quarters.
Proficio Capital Partners's Vanguard Mid-Cap Value ETF position peaked at $161K in Q1 2019.
504 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2019.

Based on Proficio Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.