Taylor Hoffman Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Taylor Hoffman Wealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-372	Closed	-$39K	–	354
2020 Q2	$39K	Buy	+372	New	+$38.2K	0.02%	211
2020 Q1	–	Sell	-298	Closed	-$37K	–	375
2019 Q4	$37K	Hold	298	–	–	0.02%	232
2019 Q3	$34K	Hold	298	–	–	0.02%	234
2019 Q2	$33K	Buy	298 +249	+508%	+$27.5K	0.03%	221
2019 Q1	$5K	Buy	49 +17	+53%	+$1.8K	﹤0.01%	335
2018 Q4	$3K	Buy	+32	New	+$3.38K	﹤0.01%	364

Other funds holding VOOV

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

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

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

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

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

Taylor Hoffman Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2020, closing a stake of 372 shares — an estimated $39K sold.

Taylor Hoffman Wealth Management first reported a position in VOOV in Q4 2018 and held it in 6 quarters. The position peaked at $39K in Q2 2020. 125 funds tracked by Wall St. Rank hold VOOV as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 372 Vanguard S&P 500 Value ETF shares in Q3 2020, an estimated $39K.
Taylor Hoffman Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2018 and held it in 6 quarters.
Taylor Hoffman Wealth Management's Vanguard S&P 500 Value ETF position peaked at $39K in Q2 2020.
125 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2020.

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