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

BDO 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
2023 Q2	$5.74M	Sell	104,200 -7,200	-6%	-$377K	0.66%	31
2023 Q1	$5.87M	Sell	111,400 -1,664	-1%	-$88.5K	0.72%	25
2022 Q4	$5.76M	Sell	113,064 -1,676	-1%	-$85.4K	0.72%	26
2022 Q3	$5.39M	Sell	114,740 -7,156	-6%	-$374K	0.72%	25
2022 Q2	$6M	Buy	121,896 +48	+0%	+$2.59K	0.74%	27
2022 Q1	$7.25M	Buy	121,848 +18,084	+17%	+$1.06M	0.77%	24
2021 Q4	$6.61M	Sell	103,764 -1,304	-1%	-$81.7K	0.7%	26
2021 Q3	$6.22M	Sell	105,068 -180	-0.2%	-$10.9K	0.68%	30
2021 Q2	$6.25M	Sell	105,248 -2,492	-2%	-$144K	0.69%	29
2021 Q1	$5.96M	Sell	107,740 -1,924	-2%	-$104K	0.7%	30
2020 Q4	$5.67M	Buy	109,664 +5,336	+5%	+$258K	0.8%	28
2020 Q3	$4.6M	Sell	104,328 -7,204	-6%	-$314K	0.75%	28
2020 Q2	$4.57M	Sell	111,532 -453,500	-80%	-$17.4M	0.8%	27
2020 Q1	$3.56M	Sell	565,032 -157,980	-22%	-$6.54M	0.72%	29
2019 Q4	$4.62M	Buy	723,012 +43,836	+6%	+$1.88M	1.19%	19
2019 Q3	$4.05M	Buy	679,176 +584,572	+618%	+$24.4M	1.04%	22
2019 Q2	$3.95M	Sell	94,604 -559,032	-86%	-$22.9M	1.08%	21
2019 Q1	$3.82M	Buy	653,636 +556,440	+572%	+$21.4M	1.11%	20
2018 Q4	$3.36M	Buy	97,196 +65,720	+209%	+$2.47M	1.16%	21
2018 Q3	$1.29M	Sell	31,476 -72	-0.2%	-$2.94K	0.42%	51
2018 Q2	$1.24M	Buy	31,548 +29,500	+1,440%	+$1.16M	0.42%	47
2018 Q1	$79K	Buy	2,048 +1,628	+388%	+$64.1K	0.03%	198
2017 Q4	$16K	Hold	420	–	–	0.01%	293
2017 Q3	$15K	Sell	420 -1,772	-81%	-$63.9K	0.01%	281
2017 Q2	$78K	Buy	+2,192	New	+$77.5K	0.03%	190

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BDO Wealth Advisors's VO Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.5% in Q2 2023, selling an estimated $377K and leaving 104,200 shares worth $5.74M. The position accounts for 0.66% of the portfolio, ranked #31.

BDO Wealth Advisors first reported a position in VO in Q2 2017 and has held it in 25 quarters since. The position peaked at $7.25M in Q1 2022. 1,654 funds tracked by Wall St. Rank hold VO as of Q2 2023.

BDO Wealth Advisors held 104,200 shares of Vanguard Morningstar Mid-Cap ETF worth $5.74M as of Q2 2023.
BDO Wealth Advisors sold 7,200 Vanguard Morningstar Mid-Cap ETF shares in Q2 2023, an estimated $377K.
Vanguard Morningstar Mid-Cap ETF made up 0.66% of BDO Wealth Advisors's portfolio in Q2 2023, its #31 holding.
BDO Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $7.25M in Q1 2022.
1,654 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.