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

TimeScale Financial’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	$122K	Buy	885 +5	+0.6%	+$667	0.03%	138
2023 Q1	$118K	Sell	880 -95	-10%	-$13.2K	0.03%	136
2022 Q4	$119K	Hold	975	–	–	0.03%	100
2022 Q3	$119K	Buy	975 +5	+0.5%	+$677	0.03%	100
2022 Q2	$126K	Buy	970 +5	+0.5%	+$707	0.03%	97
2022 Q1	$144K	Buy	965 +4	+0.4%	+$588	0.03%	101
2021 Q4	$144K	Buy	961 +6	+0.6%	+$881	0.03%	104
2021 Q3	$133K	Buy	955 +3	+0.3%	+$426	0.03%	98
2021 Q2	$134K	Buy	952 +5	+0.5%	+$707	0.03%	101
2021 Q1	$128K	Buy	947 +4	+0.4%	+$512	0.03%	99
2020 Q4	$112K	Buy	943 +6	+0.6%	+$672	0.03%	102
2020 Q3	$95K	Buy	937 +6	+0.6%	+$608	0.03%	106
2020 Q2	$89K	Buy	931 +6	+0.6%	+$550	0.03%	102
2020 Q1	$75K	Sell	925 -667	-42%	-$71.8K	0.02%	109
2019 Q4	$189K	Hold	1,592	–	–	0.06%	87
2019 Q3	$180K	Sell	1,592 -824	-34%	-$91.5K	0.06%	88
2019 Q2	$269K	Hold	2,416	–	–	0.1%	67
2019 Q1	$261K	Hold	2,416	–	–	0.11%	69
2018 Q4	$230K	Buy	+2,416	New	+$254K	0.13%	75

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

TimeScale Financial's VOE Position: Q2 2023 in Review

TimeScale Financial increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.57% in Q2 2023, buying an estimated $667 and bringing the position to 885 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #138.

TimeScale Financial first reported a position in VOE in Q4 2018 and has held it in 19 quarters since. The position peaked at $269K in Q2 2019. 909 funds tracked by Wall St. Rank hold VOE as of Q2 2023.

TimeScale Financial held 885 shares of Vanguard Mid-Cap Value ETF worth $122K as of Q2 2023.
TimeScale Financial bought 5 Vanguard Mid-Cap Value ETF shares in Q2 2023, an estimated $667.
Vanguard Mid-Cap Value ETF made up 0.03% of TimeScale Financial's portfolio in Q2 2023, its #138 holding.
TimeScale Financial first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and has held it in 19 quarters since.
TimeScale Financial's Vanguard Mid-Cap Value ETF position peaked at $269K in Q2 2019.
909 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.