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

Castle 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
Q4 		– Sell
-1,860
Closed -$87K – 621
2022
Q3 		$87K Sell
1,860
-44
-2% -$2.3K 0.05% 155
2022
Q2 		$94K Buy
+1,904
New +$103K 0.05% 151

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Castle Wealth Management's VO Position: Q4 2022 in Review

Castle Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 1,860 shares — an estimated $87K sold.

Castle Wealth Management first reported a position in VO in Q2 2022 and held it in 2 quarters. The position peaked at $94K in Q2 2022. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

  • Castle Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,860 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $87K.
  • Castle Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Vanguard Mid-Cap ETF position peaked at $94K in Q2 2022.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.