FormulaFolio Investments’s Vanguard Mid-Cap ETF VO Stock Holding History

FormulaFolio Investments’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 Q2	$9K	Hold	152	–	–	﹤0.01%	285
2021 Q1	$9K	Sell	152 -17,324	-99%	-$940K	﹤0.01%	291
2020 Q4	$903K	Buy	+17,476	New	+$846K	0.02%	335
2020 Q1	–	Sell	-4,840	Closed	-$216K	–	378
2019 Q4	$216K	Buy	+4,840	New	+$208K	0.01%	343
2019 Q3	–	Sell	-7,700	Closed	-$322K	–	378
2019 Q2	$322K	Sell	7,700 -1,776	-19%	-$72.7K	0.01%	262
2019 Q1	$381K	Buy	9,476 +756	+9%	+$29.1K	0.02%	229
2018 Q4	$358K	Hold	8,720	–	–	0.02%	243
2018 Q3	$358K	Buy	8,720 +256	+3%	+$10.4K	0.02%	243
2018 Q2	$334K	Buy	+8,464	New	+$332K	0.02%	240

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FormulaFolio Investments's VO Position: Q2 2021 in Review

FormulaFolio Investments held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2021 at 152 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

FormulaFolio Investments first reported a position in VO in Q2 2018 and has held it in 9 quarters since. The position peaked at $903K in Q4 2020. 1,327 funds tracked by Wall St. Rank hold VO as of Q2 2021.

FormulaFolio Investments held 152 shares of Vanguard Mid-Cap ETF worth $9K as of Q2 2021.
FormulaFolio Investments left its Vanguard Mid-Cap ETF share count unchanged in Q2 2021.
Vanguard Mid-Cap ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #285 holding.
FormulaFolio Investments first reported a position in Vanguard Mid-Cap ETF in Q2 2018 and has held it in 9 quarters since.
FormulaFolio Investments's Vanguard Mid-Cap ETF position peaked at $903K in Q4 2020.
1,327 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.