Windsor Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Windsor Capital Management’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 Q3	–	Sell	-1,845	Closed	-$203K	–	119
2018 Q2	$203K	Sell	1,845 -68	-4%	-$7.53K	0.09%	113
2018 Q1	$209K	Sell	1,913 -5	-0.3%	-$562	0.1%	111
2017 Q4	$214K	Buy	+1,918	New	+$208K	0.1%	107
2013 Q4	–	Sell	-383	Closed	-$28K	–	414
2013 Q3	$28K	Buy	383 +362	+1,724%	+$26.1K	0.02%	239
2013 Q2	$1K	Buy	+21	New	+$1.44K	﹤0.01%	377

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Windsor Capital Management's VOE Position: Q3 2018 in Review

Windsor Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2018, closing a stake of 1,845 shares — an estimated $203K sold.

Windsor Capital Management first reported a position in VOE in Q2 2013 and held it in 5 quarters. The position peaked at $214K in Q4 2017. 443 funds tracked by Wall St. Rank hold VOE as of Q3 2018.

Windsor Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
Windsor Capital Management sold 1,845 Vanguard Mid-Cap Value ETF shares in Q3 2018, an estimated $203K.
Windsor Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2013 and held it in 5 quarters.
Windsor Capital Management's Vanguard Mid-Cap Value ETF position peaked at $214K in Q4 2017.
443 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2018.

Based on Windsor Capital Management's 13F filing for Q3 2018, filed 9 Nov 2018.