FEG
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Financial Enhancement Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-2,624
Closed -$123K – 317
2022
Q3 		$123K Sell
2,624
-372
-12% -$19.4K 0.03% 110
2022
Q2 		$148K Buy
2,996
+20
+0.7% +$1.08K 0.03% 107
2022
Q1 		$177K Sell
2,976
-236
-7% -$13.8K 0.03% 107
2021
Q4 		$205K Sell
3,212
-236
-7% -$14.8K 0.04% 101
2021
Q3 		$204K Sell
3,448
-28
-0.8% -$1.69K 0.04% 97
2021
Q2 		$206K Buy
3,476
+392
+13% +$22.7K 0.04% 88
2021
Q1 		$171K Sell
3,084
-1,196
-28% -$64.9K 0.03% 95
2020
Q4 		$221K Sell
4,280
-136
-3% -$6.58K 0.05% 93
2020
Q3 		$195K Sell
4,416
-64
-1% -$2.79K 0.05% 90
2020
Q2 		$184K Sell
4,480
-4,504
-50% -$173K 0.05% 94
2020
Q1 		$296K Sell
8,984
-2,556
-22% -$106K 0.09% 83
2019
Q4 		$514K Sell
11,540
-1,452
-11% -$62.3K 0.13% 65
2019
Q3 		$544K Sell
12,992
-48
-0.4% -$2.01K 0.15% 61
2019
Q2 		$545K Buy
13,040
+152
+1% +$6.22K 0.16% 68
2019
Q1 		$518K Sell
12,888
-1,628
-11% -$62.6K 0.16% 67
2018
Q4 		$596K Hold
14,516
– – 0.19% 54
2018
Q3 		$596K Sell
14,516
-236
-2% -$9.63K 0.19% 54
2018
Q2 		$581K Sell
14,752
-1,256
-8% -$49.3K 0.2% 52
2018
Q1 		$617K Sell
16,008
-8,668
-35% -$341K 0.22% 52
2017
Q4 		$955K Sell
24,676
-40,108
-62% -$1.51M 0.36% 47
2017
Q3 		$2.38M Buy
64,784
+4,320
+7% +$156K 0.96% 28
2017
Q2 		$2.15M Buy
60,464
+17,688
+41% +$625K 0.91% 28
2017
Q1 		$1.49M Buy
42,776
+12,596
+42% +$433K 0.68% 35
2016
Q4 		$993K Buy
30,180
+12,676
+72% +$410K 0.51% 40
2016
Q3 		$566K Sell
17,504
-764
-4% -$24.5K 0.31% 40
2016
Q2 		$565K Buy
18,268
+748
+4% +$22.9K 0.35% 32
2016
Q1 		$531K Buy
17,520
+1,484
+9% +$42K 0.35% 33
2015
Q4 		$482K Buy
16,036
+644
+4% +$19.6K 0.3% 35
2015
Q3 		$449K Buy
15,392
+272
+2% +$8.48K 0.3% 35
2015
Q2 		$482K Buy
+15,120
New +$491K 0.3% 35

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Financial Enhancement Group's VO Position: Q4 2022 in Review

Financial Enhancement Group sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 2,624 shares — an estimated $123K sold.

Financial Enhancement Group first reported a position in VO in Q2 2015 and held it in 30 quarters. The position peaked at $2.38M in Q3 2017. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

  • Financial Enhancement Group reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 2,624 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $123K.
  • Financial Enhancement Group first reported a position in Vanguard Mid-Cap ETF in Q2 2015 and held it in 30 quarters.
  • Financial Enhancement Group's Vanguard Mid-Cap ETF position peaked at $2.38M in Q3 2017.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.