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Elmwood Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Elmwood Wealth 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
2022
Q1 		– Sell
-40
Closed -$3K – 317
2021
Q4 		$3K Buy
+40
New +$2.51K ﹤0.01% 337
2021
Q2 		$2K Hold
40
– – ﹤0.01% 313
2021
Q1 		$2K Buy
+40
New +$2.17K ﹤0.01% 304

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

Elmwood Wealth Management's VO Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 40 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in VO in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 40 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $3K.
  • Elmwood Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's Vanguard Mid-Cap ETF position peaked at $3K in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.