Abacus Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Abacus Wealth Partners’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
2022 Q1	–	Sell	-5,344	Closed	-$340K	–	123
2021 Q4	$340K	Sell	5,344 -1,524	-22%	-$95.5K	0.12%	69
2021 Q3	$407K	Buy	+6,868	New	+$415K	0.15%	54
2021 Q2	–	Sell	-5,252	Closed	-$291K	–	124
2021 Q1	$291K	Buy	+5,252	New	+$285K	0.21%	71

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abacus Wealth Partners's VO Position: Q1 2022 in Review

Abacus Wealth Partners sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 5,344 shares — an estimated $340K sold.

Abacus Wealth Partners first reported a position in VO in Q1 2021 and held it in 3 quarters. The position peaked at $407K in Q3 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Abacus Wealth Partners reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Abacus Wealth Partners sold 5,344 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $340K.
Abacus Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 3 quarters.
Abacus Wealth Partners's Vanguard Mid-Cap ETF position peaked at $407K in Q3 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Abacus Wealth Partners's 13F filing for Q1 2022, filed 31 May 2023.