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Tennessee Valley Asset Management Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Tennessee Valley Asset Management Partners’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
-22
Closed -$3.18K – 755
2023
Q4 		$3.18K Buy
+22
New +$2.96K ﹤0.01% 604

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AssetMark Inc
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tennessee Valley Asset Management Partners's VOE Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2024, closing a stake of 22 shares — an estimated $3.18K sold.

Tennessee Valley Asset Management Partners first reported a position in VOE in Q4 2023 and held it in 1 quarter. The position peaked at $3.18K in Q4 2023. 979 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 22 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2024, an estimated $3.18K.
  • Tennessee Valley Asset Management Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $3.18K in Q4 2023.
  • 979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.