Kistler-Tiffany Companies’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$8.03K	Buy	58 +44	+314%	+$5.87K	﹤0.01%	721
2023 Q1	$1.88K	Buy	+14	New	+$1.94K	﹤0.01%	728
2020 Q2	–	Sell	-234	Closed	-$28K	–	637
2020 Q1	$28K	Hold	234	–	–	0.01%	324
2019 Q4	$28K	Hold	234	–	–	0.01%	331
2019 Q3	$26K	Hold	234	–	–	0.01%	334
2019 Q2	$26K	Hold	234	–	–	0.01%	325
2019 Q1	$25K	Hold	234	–	–	0.01%	323
2018 Q4	$22K	Buy	+234	New	+$24.6K	0.01%	315
2017 Q2	–	Sell	-27	Closed	-$3K	–	525
2017 Q1	$3K	Hold	27	–	–	﹤0.01%	466
2016 Q4	$3K	Hold	27	–	–	﹤0.01%	476
2016 Q3	$3K	Hold	27	–	–	﹤0.01%	503
2016 Q2	$2K	Buy	+27	New	+$2.38K	﹤0.01%	558

Other funds holding VOE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kistler-Tiffany Companies's VOE Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 314% in Q2 2023, buying an estimated $5.87K and bringing the position to 58 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Kistler-Tiffany Companies first reported a position in VOE in Q2 2016 and has held it in 12 quarters since. The position peaked at $28K in Q1 2020. 910 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

Kistler-Tiffany Companies held 58 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.03K as of Q2 2023.
Kistler-Tiffany Companies bought 44 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2023, an estimated $5.87K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #721 holding.
Kistler-Tiffany Companies first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2016 and has held it in 12 quarters since.
Kistler-Tiffany Companies's Vanguard Morningstar Mid-Cap Value ETF position peaked at $28K in Q1 2020.
910 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.