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TRUE Private Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

TRUE Private Wealth 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
-579
Closed -$65.9K – 889
2018
Q3 		$65.9K Buy
+579
New +$65.8K 0.01% 423

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

TRUE Private Wealth Advisors's VOE Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2018, closing a stake of 579 shares — an estimated $65.9K sold.

TRUE Private Wealth Advisors first reported a position in VOE in Q3 2018 and held it in 1 quarter. The position peaked at $65.9K in Q3 2018. 496 funds tracked by Wall St. Rank hold VOE as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 579 Vanguard Mid-Cap Value ETF shares in Q4 2018, an estimated $65.9K.
  • TRUE Private Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $65.9K in Q3 2018.
  • 496 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.