Advocacy Wealth Management Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Advocacy Wealth Management Services’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	-2,268	Closed	-$144K	–	230
2021 Q4	$144K	Hold	2,268	–	–	0.02%	35
2021 Q3	$134K	Hold	2,268	–	–	0.02%	37
2021 Q2	$135K	Hold	2,268	–	–	0.03%	39
2021 Q1	$127K	Hold	2,268	–	–	0.03%	44
2020 Q4	$117K	Buy	+2,268	New	+$110K	0.02%	46
2016 Q3	–	Sell	-7,244	Closed	-$224K	–	394
2016 Q2	$224K	Sell	7,244 -5,120	-41%	-$156K	0.11%	63
2016 Q1	$375K	Sell	12,364 -12,916	-51%	-$365K	0.26%	62
2015 Q4	$760K	Buy	+25,280	New	+$771K	0.86%	32
2013 Q3	$298K	Buy	11,576 +3,716	+47%	+$93.2K	0.81%	29
2013 Q2	$187K	Buy	+7,860	New	+$186K	0.75%	39

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

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

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

RJA

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

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

Advocacy Wealth Management Services's VO Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2022, closing a stake of 2,268 shares — an estimated $144K sold.

Advocacy Wealth Management Services first reported a position in VO in Q2 2013 and held it in 10 quarters. The position peaked at $760K in Q4 2015. 1,573 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Advocacy Wealth Management Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 2,268 Vanguard Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $144K.
Advocacy Wealth Management Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and held it in 10 quarters.
Advocacy Wealth Management Services's Vanguard Morningstar Mid-Cap ETF position peaked at $760K in Q4 2015.
1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.