SWS Partners’s Vanguard 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWS Partners's VOE Position: Q1 2018 in Review

SWS Partners sold out of Vanguard 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 Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
SWS Partners sold 246 Vanguard Mid-Cap Value ETF shares in Q1 2018, an estimated $27K.
SWS Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and held it in 1 quarter.
SWS Partners's Vanguard Mid-Cap Value ETF position peaked at $27K in Q4 2017.
424 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2018.

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