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

Altus Wealth Group’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	-4,656	Closed	-$297K	–	123
2021 Q4	$297K	Buy	+4,656	New	+$292K	0.25%	87
2021 Q2	–	Sell	-952	Closed	-$55K	–	165
2021 Q1	$55K	Sell	952 -32	-3%	-$1.74K	0.05%	124
2020 Q4	$51K	Buy	+984	New	+$47.6K	0.05%	215

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

Altus Wealth Group's VO Position: Q1 2022 in Review

Altus Wealth Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 4,656 shares — an estimated $297K sold.

Altus Wealth Group first reported a position in VO in Q4 2020 and held it in 3 quarters. The position peaked at $297K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Altus Wealth Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Altus Wealth Group sold 4,656 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $297K.
Altus Wealth Group first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 3 quarters.
Altus Wealth Group's Vanguard Mid-Cap ETF position peaked at $297K in Q4 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Altus Wealth Group's 13F filing for Q1 2022, filed 9 May 2022.