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Freedman Financial Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-964
Closed -$58K – 410
2022
Q1 		$58K Hold
964
– – 0.04% 181
2021
Q4 		$61K Hold
964
– – 0.04% 176
2021
Q3 		$57K Hold
964
– – 0.04% 179
2021
Q2 		$57K Hold
964
– – 0.04% 179
2021
Q1 		$53K Buy
964
+124
+15% +$6.73K 0.04% 184
2020
Q4 		$43K Buy
+840
New +$40.7K 0.04% 202

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedman Financial Associates's VO Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 964 shares — an estimated $58K sold.

Freedman Financial Associates first reported a position in VO in Q4 2020 and held it in 6 quarters. The position peaked at $61K in Q4 2021. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 964 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $58K.
  • Freedman Financial Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Vanguard Mid-Cap ETF position peaked at $61K in Q4 2021.
  • 1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.