CWA
VO icon

Clearview Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Clearview Wealth 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
2023
Q4 		– Sell
-14,384
Closed -$749K – 133
2023
Q3 		$749K Buy
+14,384
New +$789K 0.93% 36
2022
Q4 		– Sell
-120
Closed -$6K – 656
2022
Q3 		$6K Buy
+120
New +$6.27K ﹤0.01% 397

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearview Wealth Advisors's VO Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2023, closing a stake of 14,384 shares — an estimated $749K sold.

Clearview Wealth Advisors first reported a position in VO in Q3 2022 and held it in 2 quarters. The position peaked at $749K in Q3 2023. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

  • Clearview Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 14,384 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $749K.
  • Clearview Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and held it in 2 quarters.
  • Clearview Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $749K in Q3 2023.
  • 1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.