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

Sequoia 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
2019
Q4 		– Sell
-1,798
Closed -$203K – 50
2019
Q3 		$203K Hold
1,798
– – 0.41% 52
2019
Q2 		$200K Buy
+1,798
New +$197K 0.19% 51

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PNC Financial Services Group
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sequoia Wealth Management's VOE Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2019, closing a stake of 1,798 shares — an estimated $203K sold.

Sequoia Wealth Management first reported a position in VOE in Q2 2019 and held it in 2 quarters. The position peaked at $203K in Q3 2019. 611 funds tracked by Wall St. Rank hold VOE as of Q4 2019.

  • Sequoia Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 1,798 Vanguard Mid-Cap Value ETF shares in Q4 2019, an estimated $203K.
  • Sequoia Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2019 and held it in 2 quarters.
  • Sequoia Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $203K in Q3 2019.
  • 611 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.