Ford Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ford Financial 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 Q1	–	Sell	-70,168	Closed	-$4.47M	–	500
2021 Q4	$4.47M	Buy	70,168 +172	+0.2%	+$10.8K	0.89%	21
2021 Q3	$4.14M	Buy	69,996 +1,364	+2%	+$82.4K	1.6%	21
2021 Q2	$4.07M	Buy	+68,632	New	+$3.98M	1.52%	19
2018 Q1	–	Sell	-360	Closed	-$14K	–	367
2017 Q4	$14K	Buy	+360	New	+$13.6K	0.01%	183

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ford Financial Group's VO Position: Q1 2022 in Review

Ford Financial Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2022, closing a stake of 70,168 shares — an estimated $4.47M sold.

Ford Financial Group first reported a position in VO in Q4 2017 and held it in 4 quarters. The position peaked at $4.47M in Q4 2021. 1,573 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Ford Financial Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 70,168 Vanguard Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $4.47M.
Ford Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and held it in 4 quarters.
Ford Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $4.47M in Q4 2021.
1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.