River Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

River Wealth Advisors’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 Q1	–	Sell	-364	Closed	-$35K	–	490
2018 Q4	$35K	Hold	364	–	–	0.02%	278
2018 Q3	$41K	Hold	364	–	–	0.02%	299
2018 Q2	$40K	Buy	+364	New	+$40.3K	0.02%	294

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

River Wealth Advisors's VOE Position: Q1 2019 in Review

River Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2019, closing a stake of 364 shares — an estimated $35K sold.

River Wealth Advisors first reported a position in VOE in Q2 2018 and held it in 3 quarters. The position peaked at $41K in Q3 2018. 506 funds tracked by Wall St. Rank hold VOE as of Q1 2019.

River Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 364 Vanguard Mid-Cap Value ETF shares in Q1 2019, an estimated $35K.
River Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $41K in Q3 2018.
506 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.