Tradition Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Tradition Wealth Management’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	-485	Closed	-$70K	–	1169
2023 Q4	$70K	Buy	485 +41	+9%	+$5.51K	0.01%	551
2023 Q3	$58K	Buy	444 +105	+31%	+$14.5K	0.01%	570
2023 Q2	$47K	Hold	339	–	–	0.01%	644
2023 Q1	$45K	Buy	339 +38	+13%	+$5.27K	0.01%	640
2022 Q4	$41K	Hold	301	–	–	0.01%	581
2022 Q3	$37K	Hold	301	–	–	0.01%	596
2022 Q2	$39K	Hold	301	–	–	0.01%	510
2022 Q1	$45K	Hold	301	–	–	0.01%	540
2021 Q4	$45K	Hold	301	–	–	0.01%	553
2021 Q3	$42K	Hold	301	–	–	0.01%	549
2021 Q2	$42K	Hold	301	–	–	0.01%	574
2021 Q1	$41K	Hold	301	–	–	0.01%	476
2020 Q4	$36K	Buy	+301	New	+$33.7K	0.01%	476

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Wealth Management's VOE Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2024, closing a stake of 485 shares — an estimated $70K sold.

Tradition Wealth Management first reported a position in VOE in Q4 2020 and held it in 13 quarters. The position peaked at $70K in Q4 2023. 978 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

Tradition Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 485 Vanguard Mid-Cap Value ETF shares in Q1 2024, an estimated $70K.
Tradition Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $70K in Q4 2023.
978 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.