20/20 Capital Management’s Vanguard Morningstar 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

20/20 Capital Management's VO Position: Q2 2021 in Review

20/20 Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.86% in Q2 2021, buying an estimated $24.1K and bringing the position to 49,060 shares worth $2.91M. The position accounts for 0.75% of the portfolio, ranked #36.

20/20 Capital Management first reported a position in VO in Q4 2019 and has held it in 7 quarters since. 1,328 funds tracked by Wall St. Rank hold VO as of Q2 2021.

20/20 Capital Management held 49,060 shares of Vanguard Morningstar Mid-Cap ETF worth $2.91M as of Q2 2021.
20/20 Capital Management bought 416 Vanguard Morningstar Mid-Cap ETF shares in Q2 2021, an estimated $24.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.75% of 20/20 Capital Management's portfolio in Q2 2021, its #36 holding.
20/20 Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 7 quarters since.
1,328 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.