Tyler-Stone Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Tyler-Stone Wealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-338	Closed	-$59.4K	–	926
2024 Q2	$59.4K	Hold	338	–	–	0.02%	347
2024 Q1	$61K	Hold	338	–	–	0.03%	344
2023 Q4	$56.8K	Sell	338 -9	-3%	-$1.4K	0.03%	340
2023 Q3	$52K	Hold	347	–	–	0.03%	342
2023 Q2	$54K	Buy	+347	New	+$51.7K	0.03%	334
2022 Q4	$49K	Hold	347	–	–	0.03%	325
2022 Q3	$43K	Hold	347	–	–	0.03%	322
2022 Q2	$46K	Hold	347	–	–	0.03%	332
2022 Q1	$52K	Hold	347	–	–	0.03%	339
2021 Q4	$53K	Buy	+347	New	+$51K	0.03%	348

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2024, closing a stake of 338 shares — an estimated $59.4K sold.

Tyler-Stone Wealth Management first reported a position in VOOV in Q4 2021 and held it in 10 quarters. The position peaked at $61K in Q1 2024. 355 funds tracked by Wall St. Rank hold VOOV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 338 Vanguard S&P 500 Value ETF shares in Q3 2024, an estimated $59.4K.
Tyler-Stone Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard S&P 500 Value ETF position peaked at $61K in Q1 2024.
355 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2024.

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