Tempus Wealth Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Tempus Wealth Planning’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
2024 Q1	–	Sell	-12,917	Closed	-$1.87M	–	210
2023 Q4	$1.87M	Buy	+12,917	New	+$1.73M	0.82%	32
2023 Q3	–	Sell	-15,055	Closed	-$2.08M	–	193
2023 Q2	$2.08M	Buy	+15,055	New	+$2.01M	0.94%	25
2022 Q2	–	Sell	-1,529	Closed	-$229K	–	144
2022 Q1	$229K	Sell	1,529 -15,532	-91%	-$2.28M	0.16%	125
2021 Q4	$2.56M	Buy	17,061 +658	+4%	+$96.6K	1.38%	15
2021 Q3	$2.29M	Buy	16,403 +2,621	+19%	+$372K	1.3%	17
2021 Q2	$1.94M	Sell	13,782 -695	-5%	-$98.2K	1.28%	19
2021 Q1	$1.95M	Buy	+14,477	New	+$1.85M	2.07%	11

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tempus Wealth Planning's VOE Position: Q1 2024 in Review

Tempus Wealth Planning sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2024, closing a stake of 12,917 shares — an estimated $1.87M sold.

Tempus Wealth Planning first reported a position in VOE in Q1 2021 and held it in 7 quarters. The position peaked at $2.56M in Q4 2021. 982 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

Tempus Wealth Planning reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Tempus Wealth Planning sold 12,917 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2024, an estimated $1.87M.
Tempus Wealth Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and held it in 7 quarters.
Tempus Wealth Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.56M in Q4 2021.
982 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.