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Crestmont Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Crestmont Private Wealth’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
2022
Q1 		– Sell
-424
Closed -$27K – 58
2021
Q4 		$27K Buy
+424
New +$26.6K 0.03% 35

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Crestmont Private Wealth's VO Position: Q1 2022 in Review

Crestmont Private Wealth sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 424 shares — an estimated $27K sold.

Crestmont Private Wealth first reported a position in VO in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

  • Crestmont Private Wealth reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 424 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $27K.
  • Crestmont Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Crestmont Private Wealth's Vanguard Mid-Cap ETF position peaked at $27K in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Crestmont Private Wealth's 13F filing for Q1 2022, filed 26 Apr 2022.