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DHK Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

DHK Financial 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
2022
Q3 		– Sell
-13,712
Closed -$675K – 46
2022
Q2 		$675K Hold
13,712
– – 0.65% 27
2022
Q1 		$815K Buy
13,712
+96
+0.7% +$5.63K 0.69% 26
2021
Q4 		$867K Buy
+13,616
New +$854K 0.82% 22

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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

DHK Financial Advisors's VO Position: Q3 2022 in Review

DHK Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2022, closing a stake of 13,712 shares — an estimated $675K sold.

DHK Financial Advisors first reported a position in VO in Q4 2021 and held it in 3 quarters. The position peaked at $867K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

  • DHK Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • DHK Financial Advisors sold 13,712 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $675K.
  • DHK Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 3 quarters.
  • DHK Financial Advisors's Vanguard Mid-Cap ETF position peaked at $867K in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on DHK Financial Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.