Costello Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Costello Asset 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	-112	Closed	-$5.91K	–	215
2023 Q1	$5.91K	Hold	112	–	–	0.01%	169
2022 Q4	$5.71K	Hold	112	–	–	0.01%	168
2022 Q3	$5K	Hold	112	–	–	﹤0.01%	178
2022 Q2	$6K	Hold	112	–	–	0.01%	181
2022 Q1	$7K	Sell	112 -80	-42%	-$4.69K	﹤0.01%	181
2021 Q4	$12K	Hold	192	–	–	0.01%	168
2021 Q3	$11K	Hold	192	–	–	0.01%	176
2021 Q2	$11K	Hold	192	–	–	0.01%	174
2021 Q1	$11K	Hold	192	–	–	0.01%	189
2020 Q4	$10K	Hold	192	–	–	0.01%	181
2020 Q3	$8K	Hold	192	–	–	0.01%	175
2020 Q2	$8K	Buy	+192	New	+$7.36K	0.01%	170

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

Costello Asset Management's VO Position: Q2 2023 in Review

Costello Asset Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 112 shares — an estimated $5.91K sold.

Costello Asset Management first reported a position in VO in Q2 2020 and held it in 12 quarters. The position peaked at $12K in Q4 2021. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Costello Asset Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Costello Asset Management sold 112 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $5.91K.
Costello Asset Management first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and held it in 12 quarters.
Costello Asset Management's Vanguard Mid-Cap ETF position peaked at $12K in Q4 2021.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Costello Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.