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

ACG Wealth’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 Q3	$1.46M	Sell	31,068 -896	-3%	-$46.8K	0.33%	79
2022 Q2	$1.57M	Hold	31,964	–	–	0.32%	81
2022 Q1	$1.9M	Sell	31,964 -2,700	-8%	-$158K	0.36%	77
2021 Q4	$2.21M	Buy	34,664 +27,664	+395%	+$1.73M	0.31%	75
2021 Q3	$414K	Buy	7,000 +2,400	+52%	+$145K	0.05%	213
2021 Q2	$273K	Hold	4,600	–	–	0.03%	266
2021 Q1	$255K	Hold	4,600	–	–	0.03%	274
2020 Q4	$238K	Hold	4,600	–	–	0.03%	267
2020 Q3	$203K	Buy	+4,600	New	+$200K	0.03%	276

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

RJA

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

ACG Wealth's VO Position: Q3 2022 in Review

ACG Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 2.8% in Q3 2022, selling an estimated $46.8K and leaving 31,068 shares worth $1.46M. The position accounts for 0.33% of the portfolio, ranked #79.

ACG Wealth first reported a position in VO in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.21M in Q4 2021. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

ACG Wealth held 31,068 shares of Vanguard Mid-Cap ETF worth $1.46M as of Q3 2022.
ACG Wealth sold 896 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $46.8K.
Vanguard Mid-Cap ETF made up 0.33% of ACG Wealth's portfolio in Q3 2022, its #79 holding.
ACG Wealth first reported a position in Vanguard Mid-Cap ETF in Q3 2020 and has held it in 9 quarters since.
ACG Wealth's Vanguard Mid-Cap ETF position peaked at $2.21M in Q4 2021.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.