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SWS Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

SWS 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
2018
Q1 		– Sell
-246
Closed -$27K – 414
2017
Q4 		$27K Buy
+246
New +$26.6K 0.02% 200

Other funds holding VOE

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PNC Financial Services Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 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 $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SWS Partners's VOE Position: Q1 2018 in Review

SWS Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2018, closing a stake of 246 shares — an estimated $27K sold.

SWS Partners first reported a position in VOE in Q4 2017 and held it in 1 quarter. The position peaked at $27K in Q4 2017. 424 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

  • SWS Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • SWS Partners sold 246 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2018, an estimated $27K.
  • SWS Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and held it in 1 quarter.
  • SWS Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $27K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.