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

WealthShield’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
2017 Q4	$2.25M	Buy	+20,027	New	+$2.17M	1.37%	22

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthShield's VOE Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2017: 20,027 shares worth $2.25M. The stake represents 1.37% of the portfolio and ranks #22 among its holdings.

418 funds tracked by Wall St. Rank hold VOE as of Q4 2017.

WealthShield held 20,027 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.25M as of Q4 2017.
Vanguard Morningstar Mid-Cap Value ETF was a new WealthShield position in Q4 2017.
Vanguard Morningstar Mid-Cap Value ETF made up 1.37% of WealthShield's portfolio in Q4 2017, its #22 holding.
418 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.