Atlas Private Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-532	Closed	-$32K	–	680
2021 Q3	$32K	Hold	532	–	–	0.02%	289
2021 Q2	$32K	Buy	532 +4	+0.8%	+$232	0.02%	288
2021 Q1	$29K	Hold	528	–	–	0.02%	307
2020 Q4	$27K	Hold	528	–	–	0.02%	298
2020 Q3	$23K	Buy	528 +4	+0.8%	+$174	0.02%	292
2020 Q2	$21K	Buy	+524	New	+$20.1K	0.02%	309

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Atlas Private Wealth Advisors's VO Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2021, closing a stake of 532 shares — an estimated $32K sold.

Atlas Private Wealth Advisors first reported a position in VO in Q2 2020 and held it in 6 quarters. The position peaked at $32K in Q3 2021. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 532 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $32K.
Atlas Private Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $32K in Q3 2021.
1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.