TFO Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

TFO Wealth 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
2022 Q2	–	Sell	-25	Closed	-$4K	–	512
2022 Q1	$4K	Sell	25 -1,644	-99%	-$242K	﹤0.01%	105
2021 Q4	$245K	Buy	+1,669	New	+$245K	0.05%	37
2020 Q4	–	Sell	-50	Closed	-$5K	–	169
2020 Q3	$5K	Buy	+50	New	+$5.07K	﹤0.01%	109

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

TFO Wealth Partners's VOE Position: Q2 2022 in Review

TFO Wealth Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2022, closing a stake of 25 shares — an estimated $4K sold.

TFO Wealth Partners first reported a position in VOE in Q3 2020 and held it in 3 quarters. The position peaked at $245K in Q4 2021. 840 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

TFO Wealth Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
TFO Wealth Partners sold 25 Vanguard Mid-Cap Value ETF shares in Q2 2022, an estimated $4K.
TFO Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q3 2020 and held it in 3 quarters.
TFO Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $245K in Q4 2021.
840 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2022.

Based on TFO Wealth Partners's 13F filing for Q2 2022, filed 18 Jul 2022.