D'Orazio & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-488	Closed	-$29K	–	688
2021 Q3	$29K	Sell	488 -1,424	-74%	-$86K	0.01%	302
2021 Q2	$113K	Sell	1,912 -300	-14%	-$17.4K	0.03%	120
2021 Q1	$122K	Hold	2,212	–	–	0.03%	101
2020 Q4	$114K	Buy	2,212 +640	+41%	+$31K	0.04%	101
2020 Q3	$69K	Sell	1,572 -676	-30%	-$29.5K	0.03%	120
2020 Q2	$92K	Hold	2,248	–	–	0.04%	101
2020 Q1	$74K	Hold	2,248	–	–	0.04%	103
2019 Q4	$100K	Hold	2,248	–	–	0.03%	107
2019 Q3	$94K	Hold	2,248	–	–	0.03%	109
2019 Q2	$94K	Hold	2,248	–	–	0.03%	109
2019 Q1	$90K	Buy	2,248 +348	+18%	+$13.4K	0.03%	108
2018 Q4	$66K	Buy	+1,900	New	+$71.3K	0.02%	108
2015 Q4	–	Sell	-620	Closed	-$19K	–	313
2015 Q3	$19K	Hold	620	–	–	0.01%	152
2015 Q2	$20K	Hold	620	–	–	0.01%	146
2015 Q1	$21K	Hold	620	–	–	0.02%	150
2014 Q4	$19K	Hold	620	–	–	0.01%	144
2014 Q3	$18K	Hold	620	–	–	0.01%	146
2014 Q2	$18K	Hold	620	–	–	0.01%	148
2014 Q1	$18K	Hold	620	–	–	0.01%	143
2013 Q4	$17K	Buy	+620	New	+$16.5K	0.01%	134

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

D'Orazio & Associates's VO Position: Q4 2021 in Review

D'Orazio & Associates sold out of Vanguard Mid-Cap ETF (VO) in Q4 2021, closing a stake of 488 shares — an estimated $29K sold.

D'Orazio & Associates first reported a position in VO in Q4 2013 and held it in 20 quarters. The position peaked at $122K in Q1 2021. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

D'Orazio & Associates reported no remaining Vanguard Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 488 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $29K.
D'Orazio & Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and held it in 20 quarters.
D'Orazio & Associates's Vanguard Mid-Cap ETF position peaked at $122K in Q1 2021.
1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.