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

Chicago 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
2023 Q2	–	Sell	-7,660	Closed	-$404K	–	46
2023 Q1	$404K	Hold	7,660	–	–	0.32%	30
2022 Q4	$390K	Buy	7,660 +1,764	+30%	+$89.9K	0.34%	27
2022 Q3	$277K	Hold	5,896	–	–	0.27%	28
2022 Q2	$290K	Sell	5,896 -36	-0.6%	-$1.95K	0.26%	28
2022 Q1	$353K	Hold	5,932	–	–	0.24%	36
2021 Q4	$378K	Buy	5,932 +36	+0.6%	+$2.26K	0.25%	33
2021 Q3	$349K	Hold	5,896	–	–	0.25%	35
2021 Q2	$350K	Hold	5,896	–	–	0.25%	34
2021 Q1	$326K	Buy	+5,896	New	+$320K	0.26%	33

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chicago Wealth Management's VO Position: Q2 2023 in Review

Chicago Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 7,660 shares — an estimated $404K sold.

Chicago Wealth Management first reported a position in VO in Q1 2021 and held it in 9 quarters. The position peaked at $404K in Q1 2023. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Chicago Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Chicago Wealth Management sold 7,660 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $404K.
Chicago Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 9 quarters.
Chicago Wealth Management's Vanguard Mid-Cap ETF position peaked at $404K in Q1 2023.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Chicago Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.