Tiemann Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Tiemann Investment 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	-1,660	Closed	-$223K	–	197
2023 Q1	$223K	Sell	1,660 -35	-2%	-$4.86K	0.12%	177
2022 Q4	$229K	Hold	1,695	–	–	0.13%	169
2022 Q3	$206K	Hold	1,695	–	–	0.13%	167
2022 Q2	$220K	Sell	1,695 -131	-7%	-$18.5K	0.12%	170
2022 Q1	$273K	Sell	1,826 -740	-29%	-$109K	0.13%	164
2021 Q4	$386K	Buy	+2,566	New	+$377K	0.16%	141
2021 Q3	–	Sell	-1,405	Closed	-$197K	–	214
2021 Q2	$197K	Sell	1,405 -1,220	-46%	-$172K	0.09%	210
2021 Q1	$354K	Sell	2,625 -1,801	-41%	-$231K	0.18%	136
2020 Q4	$527K	Sell	4,426 -866	-16%	-$97K	0.28%	89
2020 Q3	$536K	Sell	5,292 -2,144	-29%	-$217K	0.33%	73
2020 Q2	$712K	Sell	7,436 -500	-6%	-$45.9K	0.49%	59
2020 Q1	$645K	Sell	7,936 -2,057	-21%	-$222K	0.56%	50
2019 Q4	$1.19M	Buy	9,993 +4	+0%	+$461	0.81%	33
2019 Q3	$1.13M	Buy	9,989 +75	+0.8%	+$8.33K	0.82%	35
2019 Q2	$1.1M	Buy	+9,914	New	+$1.09M	0.8%	37

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Tiemann Investment Advisors's VOE Position: Q2 2023 in Review

Tiemann Investment Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2023, closing a stake of 1,660 shares — an estimated $223K sold.

Tiemann Investment Advisors first reported a position in VOE in Q2 2019 and held it in 15 quarters. The position peaked at $1.19M in Q4 2019. 909 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

Tiemann Investment Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Tiemann Investment Advisors sold 1,660 Vanguard Mid-Cap Value ETF shares in Q2 2023, an estimated $223K.
Tiemann Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2019 and held it in 15 quarters.
Tiemann Investment Advisors's Vanguard Mid-Cap Value ETF position peaked at $1.19M in Q4 2019.
909 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2023.

Based on Tiemann Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.