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

Tyler-Stone 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 Q3	–	Sell	-432	Closed	-$65K	–	924
2024 Q2	$65K	Hold	432	–	–	0.03%	337
2024 Q1	$67.4K	Buy	432 +48	+13%	+$7.05K	0.03%	329
2023 Q4	$55.7K	Hold	384	–	–	0.03%	343
2023 Q3	$50K	Hold	384	–	–	0.03%	346
2023 Q2	$53K	Buy	+384	New	+$51.2K	0.03%	336
2022 Q4	$52K	Hold	384	–	–	0.04%	313
2022 Q3	$47K	Hold	384	–	–	0.04%	304
2022 Q2	$50K	Hold	384	–	–	0.03%	317
2022 Q1	$57K	Hold	384	–	–	0.03%	326
2021 Q4	$58K	Buy	+384	New	+$56.4K	0.03%	333

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Tyler-Stone Wealth Management's VOE Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2024, closing a stake of 432 shares — an estimated $65K sold.

Tyler-Stone Wealth Management first reported a position in VOE in Q4 2021 and held it in 10 quarters. The position peaked at $67.4K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold VOE as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 432 Vanguard Mid-Cap Value ETF shares in Q3 2024, an estimated $65K.
Tyler-Stone Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $67.4K in Q1 2024.
1,030 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.