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Arcus Capital Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Arcus Capital Partners’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
-1,580
Closed -$80.5K – 345
2022
Q4 		$80.5K Buy
+1,580
New +$80.5K 0.03% 148

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Jones Financial Companies
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UBS Group
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Northwestern Mutual Wealth Management
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
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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Arcus Capital Partners's VO Position: Q1 2023 in Review

Arcus Capital Partners sold out of Vanguard Mid-Cap ETF (VO) in Q1 2023, closing a stake of 1,580 shares — an estimated $80.5K sold.

Arcus Capital Partners first reported a position in VO in Q4 2022 and held it in 1 quarter. The position peaked at $80.5K in Q4 2022. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

  • Arcus Capital Partners reported no remaining Vanguard Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 1,580 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $80.5K.
  • Arcus Capital Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Arcus Capital Partners's Vanguard Mid-Cap ETF position peaked at $80.5K in Q4 2022.
  • 1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.