Taylor Hoffman Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-1,259	Closed	-$120K	–	352
2020 Q2	$120K	Buy	+1,259	New	+$115K	0.08%	142
2020 Q1	–	Sell	-2,443	Closed	-$291K	–	373
2019 Q4	$291K	Sell	2,443 -17	-0.7%	-$1.96K	0.19%	102
2019 Q3	$278K	Hold	2,460	–	–	0.2%	99
2019 Q2	$274K	Buy	2,460 +42	+2%	+$4.6K	0.22%	98
2019 Q1	$261K	Sell	2,418 -189	-7%	-$19.8K	0.19%	104
2018 Q4	$248K	Hold	2,607	–	–	0.22%	88
2018 Q3	$295K	Sell	2,607 -34	-1%	-$3.86K	0.23%	87
2018 Q2	$292K	Sell	2,641 -174	-6%	-$19.3K	0.25%	87
2018 Q1	$308K	Sell	2,815 -477	-14%	-$53.6K	0.28%	82
2017 Q4	$367K	Buy	+3,292	New	+$356K	0.35%	77

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

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

TAIM

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Taylor Hoffman Wealth Management's VOE Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2020, closing a stake of 1,259 shares — an estimated $120K sold.

Taylor Hoffman Wealth Management first reported a position in VOE in Q4 2017 and held it in 10 quarters. The position peaked at $367K in Q4 2017. 558 funds tracked by Wall St. Rank hold VOE as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,259 Vanguard Mid-Cap Value ETF shares in Q3 2020, an estimated $120K.
Taylor Hoffman Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $367K in Q4 2017.
558 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.