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Amplius Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Amplius Wealth Advisors’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
-712
Closed -$45K – 890
2021
Q4 		$45K Buy
+712
New +$44.6K 0.01% 354

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Amplius Wealth Advisors's VO Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2022, closing a stake of 712 shares — an estimated $45K sold.

Amplius Wealth Advisors first reported a position in VO in Q4 2021 and held it in 1 quarter. The position peaked at $45K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 712 Vanguard Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $45K.
  • Amplius Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $45K in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2022.

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