22CM
VO icon

20/20 Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

20/20 Capital Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$2.91M Buy
49,060
+416
+0.9% +$24.1K 0.75% 36
2021
Q1 		$2.69M Buy
48,644
+352
+0.7% +$19.1K 0.78% 35
2020
Q4 		$2.57M Sell
48,292
-10,128
-17% -$490K 0.75% 36
2020
Q3 		$2.57M Sell
58,420
-5,712
-9% -$249K 0.97% 24
2020
Q2 		$2.84M Buy
64,132
+25,296
+65% +$969K 1.1% 23
2020
Q1 		$1.45M Buy
38,836
+1,116
+3% +$46.2K 0.65% 28
2019
Q4 		$1.73M Buy
+37,720
New +$1.62M 0.7% 30

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return