First National Bank of South Miami’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

First National Bank of South Miami’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
2023 Q1	–	Sell	-1,724	Closed	-$88K	–	275
2022 Q4	$88K	Hold	1,724	–	–	0.07%	173
2022 Q3	$81K	Hold	1,724	–	–	0.06%	176
2022 Q2	$85K	Hold	1,724	–	–	0.06%	179
2022 Q1	$103K	Hold	1,724	–	–	0.06%	179
2021 Q4	$110K	Hold	1,724	–	–	0.07%	177
2021 Q3	$102K	Hold	1,724	–	–	0.07%	169
2021 Q2	$102K	Hold	1,724	–	–	0.07%	169
2021 Q1	$95K	Sell	1,724 -192	-10%	-$10.4K	0.07%	159
2020 Q4	$99K	Hold	1,916	–	–	0.09%	147
2020 Q3	$84K	Buy	1,916 +1,676	+698%	+$73K	0.08%	146
2020 Q2	$10K	Hold	240	–	–	0.01%	228
2020 Q1	$8K	Hold	240	–	–	0.01%	225
2019 Q4	$11K	Hold	240	–	–	0.01%	222
2019 Q3	$10K	Hold	240	–	–	0.01%	240
2019 Q2	$10K	Hold	240	–	–	0.01%	247
2019 Q1	$10K	Hold	240	–	–	0.01%	241
2018 Q4	$9K	Buy	+240	New	+$9.01K	0.01%	251

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

First National Bank of South Miami's VO Position: Q1 2023 in Review

First National Bank of South Miami sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2023, closing a stake of 1,724 shares — an estimated $88K sold.

First National Bank of South Miami first reported a position in VO in Q4 2018 and held it in 17 quarters. The position peaked at $110K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q1 2023.

First National Bank of South Miami reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
First National Bank of South Miami sold 1,724 Vanguard Morningstar Mid-Cap ETF shares in Q1 2023, an estimated $88K.
First National Bank of South Miami first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and held it in 17 quarters.
First National Bank of South Miami's Vanguard Morningstar Mid-Cap ETF position peaked at $110K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2023.

Based on First National Bank of South Miami's 13F filing for Q1 2023, filed 17 Apr 2023.