Claraphi Advisory Network’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$1.92M Buy
37,696
+33,308
+759% +$1.7M 0.76% 35
2022
Q3
$206K Buy
4,388
+304
+7% +$15.9K 0.11% 176
2022
Q2
$201K Buy
4,084
+444
+12% +$24K 0.07% 246
2022
Q1
$216K Buy
+3,640
New +$214K 0.06% 249
2019
Q4
Sell
-52
Closed -$2K 395
2019
Q3
$2K Buy
+52
New +$2.17K ﹤0.01% 383

Other funds holding VO

Claraphi Advisory Network's VO Position: Q4 2022 in Review

Claraphi Advisory Network increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 759% in Q4 2022, buying an estimated $1.7M and bringing the position to 37,696 shares worth $1.92M. The position accounts for 0.76% of the portfolio, ranked #35.

Claraphi Advisory Network first reported a position in VO in Q3 2019 and has held it in 5 quarters since. 1,620 funds tracked by Wall St. Rank hold VO as of Q4 2022.

  • Claraphi Advisory Network held 37,696 shares of Vanguard Morningstar Mid-Cap ETF worth $1.92M as of Q4 2022.
  • Claraphi Advisory Network bought 33,308 Vanguard Morningstar Mid-Cap ETF shares in Q4 2022, an estimated $1.7M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.76% of Claraphi Advisory Network's portfolio in Q4 2022, its #35 holding.
  • Claraphi Advisory Network first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 5 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.