Bard Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Bard Financial 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
2023 Q3	–	Sell	-11,360	Closed	-$625K	–	311
2023 Q2	$625K	Hold	11,360	–	–	0.05%	197
2023 Q1	$599K	Hold	11,360	–	–	0.05%	199
2022 Q4	$579K	Hold	11,360	–	–	0.05%	196
2022 Q3	$534K	Hold	11,360	–	–	0.05%	190
2022 Q2	$559K	Hold	11,360	–	–	0.05%	186
2022 Q1	$675K	Hold	11,360	–	–	0.06%	176
2021 Q4	$724K	Hold	11,360	–	–	0.06%	171
2021 Q3	$672K	Hold	11,360	–	–	0.06%	166
2021 Q2	$674K	Hold	11,360	–	–	0.06%	170
2021 Q1	$629K	Hold	11,360	–	–	0.06%	161
2020 Q4	$587K	Buy	+11,360	New	+$550K	0.06%	170

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bard Financial Services's VO Position: Q3 2023 in Review

Bard Financial Services sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 11,360 shares — an estimated $625K sold.

Bard Financial Services first reported a position in VO in Q4 2020 and held it in 11 quarters. The position peaked at $724K in Q4 2021. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Bard Financial Services reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 11,360 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $625K.
Bard Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's Vanguard Mid-Cap ETF position peaked at $724K in Q4 2021.
1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.