Future Financial Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Future Financial Wealth Management’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	-380	Closed	-$23K	–	466
2022 Q1	$23K	Hold	380	–	–	0.02%	357
2021 Q4	$24K	Buy	+380	New	+$23.8K	0.02%	357

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Future Financial Wealth Management's VO Position: Q2 2022 in Review

Future Financial Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 380 shares — an estimated $23K sold.

Future Financial Wealth Management first reported a position in VO in Q4 2021 and held it in 2 quarters. The position peaked at $24K in Q4 2021. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Future Financial Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Future Financial Wealth Management sold 380 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $23K.
Future Financial Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
Future Financial Wealth Management's Vanguard Mid-Cap ETF position peaked at $24K in Q4 2021.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.