DDFG Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

DDFG Inc’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 Q1	–	Sell	-4,136	Closed	-$211K	–	75
2022 Q4	$211K	Buy	+4,136	New	+$211K	0.09%	66

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DDFG Inc's VO Position: Q1 2023 in Review

DDFG Inc sold out of Vanguard Mid-Cap ETF (VO) in Q1 2023, closing a stake of 4,136 shares — an estimated $211K sold.

DDFG Inc first reported a position in VO in Q4 2022 and held it in 1 quarter. The position peaked at $211K in Q4 2022. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

DDFG Inc reported no remaining Vanguard Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
DDFG Inc sold 4,136 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $211K.
DDFG Inc first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
DDFG Inc's Vanguard Mid-Cap ETF position peaked at $211K in Q4 2022.
1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

Based on DDFG Inc's 13F filing for Q1 2023, filed 5 May 2023.