Acute Investment Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History

Acute Investment Advisory’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
2023 Q1	–	Sell	-17,252	Closed	-$879K	–	22
2022 Q4	$879K	Buy	+17,252	New	+$879K	0.6%	11
2022 Q3	–	Sell	-15,844	Closed	-$780K	–	34
2022 Q2	$780K	Sell	15,844 -31,476	-67%	-$1.7M	0.61%	23
2022 Q1	$2.81M	Buy	47,320 +4,976	+12%	+$292K	2.1%	18
2021 Q4	$2.7M	Buy	+42,344	New	+$2.65M	1.97%	12

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Acute Investment Advisory's VO Position: Q1 2023 in Review

Acute Investment Advisory sold out of Vanguard Mid-Cap ETF (VO) in Q1 2023, closing a stake of 17,252 shares — an estimated $879K sold.

Acute Investment Advisory first reported a position in VO in Q4 2021 and held it in 4 quarters. The position peaked at $2.81M in Q1 2022. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

Acute Investment Advisory reported no remaining Vanguard Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Acute Investment Advisory sold 17,252 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $879K.
Acute Investment Advisory first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
Acute Investment Advisory's Vanguard Mid-Cap ETF position peaked at $2.81M in Q1 2022.
1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

Based on Acute Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.