Rowland Carmichael Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Rowland Carmichael 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
2018 Q4	–	Sell	-84	Closed	-$9K	–	368
2018 Q3	$9K	Hold	84	–	–	﹤0.01%	334
2018 Q2	$9K	Hold	84	–	–	﹤0.01%	338
2018 Q1	$9K	Hold	84	–	–	﹤0.01%	300
2017 Q4	$9K	Hold	84	–	–	﹤0.01%	306
2017 Q3	$9K	Hold	84	–	–	0.01%	284
2017 Q2	$9K	Hold	84	–	–	0.01%	279
2017 Q1	$9K	Hold	84	–	–	0.01%	273
2016 Q4	$8K	Hold	84	–	–	﹤0.01%	293
2016 Q3	$8K	Hold	84	–	–	0.01%	275
2016 Q2	$7K	Hold	84	–	–	﹤0.01%	282
2016 Q1	$7K	Buy	+84	New	+$6.85K	0.01%	201

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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Rowland Carmichael Advisors's VOE Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2018, closing a stake of 84 shares — an estimated $9K sold.

Rowland Carmichael Advisors first reported a position in VOE in Q1 2016 and held it in 11 quarters. The position peaked at $9K in Q3 2018. 496 funds tracked by Wall St. Rank hold VOE as of Q4 2018.

Rowland Carmichael Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 84 Vanguard Mid-Cap Value ETF shares in Q4 2018, an estimated $9K.
Rowland Carmichael Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2016 and held it in 11 quarters.
Rowland Carmichael Advisors's Vanguard Mid-Cap Value ETF position peaked at $9K in Q3 2018.
496 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.