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

BT 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 Q2	$243K	Sell	4,940 -1,496	-23%	-$80.8K	0.07%	54
2022 Q1	$383K	Buy	+6,436	New	+$378K	0.1%	45

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

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

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

BT Wealth Management's VO Position: Q2 2022 in Review

BT Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 23% in Q2 2022, selling an estimated $80.8K and leaving 4,940 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #54.

BT Wealth Management first reported a position in VO in Q1 2022 and has held it in 2 quarters since. The position peaked at $383K in Q1 2022. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

BT Wealth Management held 4,940 shares of Vanguard Mid-Cap ETF worth $243K as of Q2 2022.
BT Wealth Management sold 1,496 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $80.8K.
Vanguard Mid-Cap ETF made up 0.07% of BT Wealth Management's portfolio in Q2 2022, its #54 holding.
BT Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 2 quarters since.
BT Wealth Management's Vanguard Mid-Cap ETF position peaked at $383K in Q1 2022.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.