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

FourThought Financial’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 Q3	$173K	Hold	3,676	–	–	0.03%	315
2022 Q2	$181K	Sell	3,676 -528	-13%	-$28.5K	0.03%	329
2022 Q1	$250K	Buy	4,204 +2,320	+123%	+$136K	0.03%	299
2021 Q4	$120K	Sell	1,884 -92	-5%	-$5.77K	0.02%	433
2021 Q3	$116K	Sell	1,976 -180	-8%	-$10.9K	0.02%	455
2021 Q2	$127K	Sell	2,156 -52	-2%	-$3.01K	0.02%	438
2021 Q1	$122K	Buy	2,208 +72	+3%	+$3.91K	0.02%	451
2020 Q4	$110K	Buy	+2,136	New	+$103K	0.02%	459

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

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

FourThought Financial's VO Position: Q3 2022 in Review

FourThought Financial held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2022 at 3,676 shares worth $173K. The position accounts for 0.03% of the portfolio, ranked #315.

FourThought Financial first reported a position in VO in Q4 2020 and has held it in 8 quarters since. The position peaked at $250K in Q1 2022. 1,499 funds tracked by Wall St. Rank hold VO as of Q3 2022.

FourThought Financial held 3,676 shares of Vanguard Morningstar Mid-Cap ETF worth $173K as of Q3 2022.
FourThought Financial left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2022.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of FourThought Financial's portfolio in Q3 2022, its #315 holding.
FourThought Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $250K in Q1 2022.
1,499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.