Capstone Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Capstone Financial 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
2022 Q2	–	Sell	-3,744	Closed	-$223K	–	152
2022 Q1	$223K	Hold	3,744	–	–	0.02%	115
2021 Q4	$238K	Sell	3,744 -180	-5%	-$11.3K	0.02%	112
2021 Q3	$232K	Buy	3,924 +4	+0.1%	+$242	0.02%	116
2021 Q2	$233K	Buy	+3,920	New	+$227K	0.02%	119

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

Capstone Financial Advisors's VO Position: Q2 2022 in Review

Capstone Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 3,744 shares — an estimated $223K sold.

Capstone Financial Advisors first reported a position in VO in Q2 2021 and held it in 4 quarters. The position peaked at $238K in Q4 2021. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Capstone Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Capstone Financial Advisors sold 3,744 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $223K.
Capstone Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and held it in 4 quarters.
Capstone Financial Advisors's Vanguard Mid-Cap ETF position peaked at $238K in Q4 2021.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Capstone Financial Advisors's 13F filing for Q2 2022, filed 2 Sep 2022.