Capstone Financial Advisors’s Vanguard Morningstar 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 $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

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

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

Capstone Financial Advisors sold out of Vanguard Morningstar 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. 1,518 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Capstone Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Capstone Financial Advisors sold 3,744 Vanguard Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $223K.
Capstone Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and held it in 4 quarters.
Capstone Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $238K in Q4 2021.
1,518 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2022.

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