BigSur Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

BigSur Wealth Management’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 Q3	–	Sell	-4,828	Closed	-$238K	–	137
2022 Q2	$238K	Hold	4,828	–	–	0.11%	108
2022 Q1	$287K	Sell	4,828 -10,940	-69%	-$642K	0.11%	105
2021 Q4	$1M	Hold	15,768	–	–	0.39%	63
2021 Q3	$933K	Hold	15,768	–	–	0.42%	59
2021 Q2	$936K	Hold	15,768	–	–	0.42%	61
2021 Q1	$873K	Hold	15,768	–	–	0.45%	59
2020 Q4	$815K	Buy	15,768 +10,940	+227%	+$530K	0.46%	59
2020 Q3	$213K	Sell	4,828 -21,608	-82%	-$942K	0.14%	88
2020 Q2	$1.08M	Hold	26,436	–	–	0.77%	34
2020 Q1	$870K	Hold	26,436	–	–	0.65%	39
2019 Q4	$1.18M	Hold	26,436	–	–	0.67%	39
2019 Q3	$1.11M	Hold	26,436	–	–	0.75%	37
2019 Q2	$1.12M	Hold	26,436	–	–	0.78%	34
2019 Q1	$1.07M	Sell	26,436 -1,424	-5%	-$54.8K	0.7%	35
2018 Q4	$962K	Buy	27,860 +3,700	+15%	+$139K	0.68%	32
2018 Q3	$996K	Hold	24,160	–	–	0.62%	36
2018 Q2	$952K	Hold	24,160	–	–	0.69%	28
2018 Q1	$931K	Hold	24,160	–	–	0.66%	29
2017 Q4	$935K	Hold	24,160	–	–	0.93%	22
2017 Q3	$891K	Hold	24,160	–	–	0.9%	26
2017 Q2	$874K	Hold	24,160	–	–	0.89%	25
2017 Q1	$852K	Sell	24,160 -2,380	-9%	-$81.8K	0.92%	24
2016 Q4	$873K	Buy	+26,540	New	+$859K	1.17%	21

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BigSur Wealth Management's VO Position: Q3 2022 in Review

BigSur Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2022, closing a stake of 4,828 shares — an estimated $238K sold.

BigSur Wealth Management first reported a position in VO in Q4 2016 and held it in 23 quarters. The position peaked at $1.18M in Q4 2019. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

BigSur Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
BigSur Wealth Management sold 4,828 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $238K.
BigSur Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and held it in 23 quarters.
BigSur Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.18M in Q4 2019.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on BigSur Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.