Winthrop Advisory Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Winthrop Advisory Group’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
2020 Q1	–	Sell	-2,211	Closed	-$264K	–	102
2019 Q4	$264K	Sell	2,211 -54	-2%	-$6.22K	0.1%	88
2019 Q3	$256K	Hold	2,265	–	–	0.1%	76
2019 Q2	$252K	Sell	2,265 -70	-3%	-$7.67K	0.11%	74
2019 Q1	$254K	Sell	2,335 -84	-3%	-$8.82K	0.11%	77
2018 Q4	$230K	Sell	2,419 -1,316	-35%	-$138K	0.12%	74
2018 Q3	$422K	Sell	3,735 -1,233	-25%	-$140K	0.24%	47
2018 Q2	$549K	Sell	4,968 -115	-2%	-$12.7K	0.36%	37
2018 Q1	$559K	Sell	5,083 -389	-7%	-$43.7K	0.39%	35
2017 Q4	$622K	Buy	+5,472	New	+$592K	0.44%	32

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Winthrop Advisory Group's VOE Position: Q1 2020 in Review

Winthrop Advisory Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 2,211 shares — an estimated $264K sold.

Winthrop Advisory Group first reported a position in VOE in Q4 2017 and held it in 9 quarters. The position peaked at $622K in Q4 2017. 543 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

Winthrop Advisory Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Winthrop Advisory Group sold 2,211 Vanguard Mid-Cap Value ETF shares in Q1 2020, an estimated $264K.
Winthrop Advisory Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and held it in 9 quarters.
Winthrop Advisory Group's Vanguard Mid-Cap Value ETF position peaked at $622K in Q4 2017.
543 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2020.

Based on Winthrop Advisory Group's 13F filing for Q1 2020, filed 17 Apr 2020.