TCWP’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

TCWP’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
2022 Q2	–	Sell	-118	Closed	-$17K	–	1702
2022 Q1	$17K	Buy	+118	New	+$17.4K	﹤0.01%	740

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

TCWP's VOE Position: Q2 2022 in Review

TCWP sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 118 shares — an estimated $17K sold.

TCWP first reported a position in VOE in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 840 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

TCWP reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 118 Vanguard Mid-Cap Value ETF shares in Q2 2022, an estimated $17K.
TCWP first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and held it in 1 quarter.
TCWP's Vanguard Mid-Cap Value ETF position peaked at $17K in Q1 2022.
840 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.