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TCI Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

TCI Wealth Advisors’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 		– Sell
-289
Closed -$38.7K – 2177
2023
Q1 		$38.7K Hold
289
– – 0.01% 494
2022
Q4 		$39.1K Hold
289
– – 0.01% 472
2022
Q3 		$35K Sell
289
-20
-6% -$2.71K 0.01% 472
2022
Q2 		$40K Hold
309
– – 0.01% 432
2022
Q1 		$46K Buy
309
+20
+7% +$2.94K 0.01% 432
2021
Q4 		$43K Sell
289
-1,586
-85% -$233K 0.01% 448
2021
Q3 		$262K Buy
1,875
+1,576
+527% +$224K 0.04% 157
2021
Q2 		$42K Hold
299
– – 0.01% 437
2021
Q1 		$40K Buy
299
+119
+66% +$15.2K 0.02% 400
2020
Q4 		$21K Buy
180
+31
+21% +$3.47K 0.01% 491
2020
Q3 		$15K Hold
149
– – 0.01% 504
2020
Q2 		$14K Sell
149
-2,034
-93% -$187K 0.01% 511
2020
Q1 		$177K Buy
2,183
+954
+78% +$103K 0.09% 151
2019
Q4 		$146K Buy
1,229
+368
+43% +$42.4K 0.06% 207
2019
Q3 		$97K Hold
861
– – 0.04% 221
2019
Q2 		$96K Buy
861
+15
+2% +$1.64K 0.04% 215
2019
Q1 		$91K Sell
846
-40
-5% -$4.2K 0.04% 245
2018
Q4 		$84K Sell
886
-311
-26% -$32.7K 0.04% 246
2018
Q3 		$135K Buy
1,197
+351
+41% +$39.9K 0.06% 195
2018
Q2 		$93K Hold
846
– – 0.04% 235
2018
Q1 		$93K Sell
846
-283
-25% -$31.8K 0.04% 234
2017
Q4 		$126K Hold
1,129
– – 0.06% 201
2017
Q3 		$119K Buy
1,129
+980
+658% +$102K 0.06% 188
2017
Q2 		$15K Hold
149
– – 0.01% 518
2017
Q1 		$15K Sell
149
-25
-14% -$2.52K 0.01% 505
2016
Q4 		$17K Buy
174
+25
+17% +$2.37K 0.01% 524
2016
Q3 		$14K Hold
149
– – 0.01% 507
2016
Q2 		$13K Hold
149
– – 0.01% 510
2016
Q1 		$13K Buy
+149
New +$12.2K 0.01% 521

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCI Wealth Advisors's VOE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2023, closing a stake of 289 shares — an estimated $38.7K sold.

TCI Wealth Advisors first reported a position in VOE in Q1 2016 and held it in 29 quarters. The position peaked at $262K in Q3 2021. 909 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 289 Vanguard Mid-Cap Value ETF shares in Q2 2023, an estimated $38.7K.
  • TCI Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2016 and held it in 29 quarters.
  • TCI Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $262K in Q3 2021.
  • 909 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.