Brandywine Oak Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Brandywine Oak Private Wealth’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 Q1	–	Sell	-3,292	Closed	-$209K	–	359
2021 Q4	$209K	Sell	3,292 -284	-8%	-$17.8K	0.02%	335
2021 Q3	$211K	Sell	3,576 -736	-17%	-$44.5K	0.02%	323
2021 Q2	$255K	Buy	+4,312	New	+$250K	0.03%	275
2019 Q1	–	Sell	-2,292	Closed	-$79K	–	614
2018 Q4	$79K	Buy	+2,292	New	+$86K	0.02%	314

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

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

Brandywine Oak Private Wealth's VO Position: Q1 2022 in Review

Brandywine Oak Private Wealth sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 3,292 shares — an estimated $209K sold.

Brandywine Oak Private Wealth first reported a position in VO in Q4 2018 and held it in 4 quarters. The position peaked at $255K in Q2 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Brandywine Oak Private Wealth reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,292 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $209K.
Brandywine Oak Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 4 quarters.
Brandywine Oak Private Wealth's Vanguard Mid-Cap ETF position peaked at $255K in Q2 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2022, filed 2 May 2022.