Colonial River Investments’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
2021
Q4
Sell
-52,508
Closed -$3.26M 252
2021
Q3
$3.26M Buy
52,508
+48,260
+1,136% +$2.92M 2.3% 4
2021
Q2
$252K Buy
+4,248
New +$246K 0.18% 134

Other funds holding VO

Colonial River Investments's VO Position: Q4 2021 in Review

Colonial River Investments sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2021, closing a stake of 52,508 shares — an estimated $3.26M sold.

Colonial River Investments first reported a position in VO in Q2 2021 and held it in 2 quarters. The position peaked at $3.26M in Q3 2021. 1,578 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • Colonial River Investments reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Colonial River Investments sold 52,508 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $3.26M.
  • Colonial River Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Colonial River Investments's Vanguard Morningstar Mid-Cap ETF position peaked at $3.26M in Q3 2021.
  • 1,578 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

Based on Colonial River Investments's 13F filing for Q4 2021, filed 15 Feb 2022.