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RKL Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

RKL Wealth Management’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
2017
Q4 		– Sell
-3,002
Closed -$317K – 150
2017
Q3 		$317K Buy
3,002
+13
+0.4% +$1.35K 0.09% 122
2017
Q2 		$307K Buy
+2,989
New +$306K 0.1% 120

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RKL Wealth Management's VOE Position: Q4 2017 in Review

RKL Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2017, closing a stake of 3,002 shares — an estimated $317K sold.

RKL Wealth Management first reported a position in VOE in Q2 2017 and held it in 2 quarters. The position peaked at $317K in Q3 2017. 417 funds tracked by Wall St. Rank hold VOE as of Q4 2017.

  • RKL Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • RKL Wealth Management sold 3,002 Vanguard Mid-Cap Value ETF shares in Q4 2017, an estimated $317K.
  • RKL Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2017 and held it in 2 quarters.
  • RKL Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $317K in Q3 2017.
  • 417 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2017.

Based on RKL Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.