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

Filbrandt 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
2021 Q3	$24K	Hold	400	–	–	0.01%	107
2021 Q2	$24K	Hold	400	–	–	0.01%	112
2021 Q1	$22K	Sell	400 -360	-47%	-$19.5K	0.01%	112
2020 Q4	$39K	Buy	760 +360	+90%	+$17.4K	0.02%	98
2020 Q3	$18K	Hold	400	–	–	0.01%	112
2020 Q2	$16K	Hold	400	–	–	0.01%	204
2020 Q1	$13K	Hold	400	–	–	0.01%	118
2019 Q4	$17K	Buy	+400	New	+$17.2K	0.02%	125

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Filbrandt Wealth Management's VO Position: Q3 2021 in Review

Filbrandt Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2021 at 400 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #107.

Filbrandt Wealth Management first reported a position in VO in Q4 2019 and has held it in 8 quarters since. The position peaked at $39K in Q4 2020. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Filbrandt Wealth Management held 400 shares of Vanguard Mid-Cap ETF worth $24K as of Q3 2021.
Filbrandt Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q3 2021.
Vanguard Mid-Cap ETF made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #107 holding.
Filbrandt Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's Vanguard Mid-Cap ETF position peaked at $39K in Q4 2020.
1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.