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Wagner Wealth Management (South Carolina)’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$28K Buy
253
+2
+0.8% +$221 0.02% 311
2018
Q2 		$27K Buy
251
+1
+0.4% +$107 0.02% 290
2018
Q1 		$26K Hold
250
– – 0.02% 267
2017
Q4 		$28K Buy
+250
New +$26.7K 0.02% 266

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VOOV Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.8% in Q3 2018, buying an estimated $221 and bringing the position to 253 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #311.

Wagner Wealth Management (South Carolina) first reported a position in VOOV in Q4 2017 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold VOOV as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 253 shares of Vanguard S&P 500 Value ETF worth $28K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) bought 2 Vanguard S&P 500 Value ETF shares in Q3 2018, an estimated $221.
  • Vanguard S&P 500 Value ETF made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #311 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Vanguard S&P 500 Value ETF in Q4 2017 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.