Briggs Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Briggs Advisory Group’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 Q2	–	Sell	-8,260	Closed	-$491K	–	56
2022 Q1	$491K	Hold	8,260	–	–	0.33%	38
2021 Q4	$526K	Buy	+8,260	New	+$518K	0.36%	35

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Briggs Advisory Group's VO Position: Q2 2022 in Review

Briggs Advisory Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2022, closing a stake of 8,260 shares — an estimated $491K sold.

Briggs Advisory Group first reported a position in VO in Q4 2021 and held it in 2 quarters. The position peaked at $526K in Q4 2021. 1,518 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Briggs Advisory Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Briggs Advisory Group sold 8,260 Vanguard Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $491K.
Briggs Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
Briggs Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $526K in Q4 2021.
1,518 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2022.

Based on Briggs Advisory Group's 13F filing for Q2 2022, filed 22 Jul 2022.