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

Transamerica Financial 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 Q4	–	Sell	-72	Closed	-$10K	–	658
2023 Q3	$10K	Buy	+72	New	+$9.97K	﹤0.01%	332
2022 Q3	–	Sell	-8	Closed	-$2K	–	684
2022 Q2	$2K	Buy	+8	New	+$1.13K	﹤0.01%	400
2019 Q3	–	Sell	-29	Closed	-$4K	–	511
2019 Q2	$4K	Buy	+29	New	+$3.18K	﹤0.01%	355
2019 Q1	–	Sell	-30	Closed	-$3K	–	447
2018 Q4	$3K	Buy	+30	New	+$3.15K	﹤0.01%	341
2015 Q2	–	Sell	-217	Closed	-$20K	–	936
2015 Q1	$20K	Buy	+217	New	+$19.6K	﹤0.01%	546

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

Transamerica Financial Advisors's VOE Position: Q4 2023 in Review

Transamerica Financial Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2023, closing a stake of 72 shares — an estimated $10K sold.

Transamerica Financial Advisors first reported a position in VOE in Q1 2015 and held it in 5 quarters. The position peaked at $20K in Q1 2015. 971 funds tracked by Wall St. Rank hold VOE as of Q4 2023.

Transamerica Financial Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
Transamerica Financial Advisors sold 72 Vanguard Mid-Cap Value ETF shares in Q4 2023, an estimated $10K.
Transamerica Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's Vanguard Mid-Cap Value ETF position peaked at $20K in Q1 2015.
971 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2023.

Based on Transamerica Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.