HawsGoodwin Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

HawsGoodwin Investment 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
2021 Q4	–	Sell	-220	Closed	-$13K	–	117
2021 Q3	$13K	Buy	+220	New	+$13.3K	﹤0.01%	103
2021 Q2	–	Sell	-220	Closed	-$12K	–	114
2021 Q1	$12K	Hold	220	–	–	﹤0.01%	96
2020 Q4	$11K	Hold	220	–	–	﹤0.01%	100
2020 Q3	$10K	Hold	220	–	–	﹤0.01%	85
2020 Q2	$9K	Sell	220 -2,780	-93%	-$106K	﹤0.01%	84
2020 Q1	$99K	Sell	3,000 -18,960	-86%	-$785K	0.05%	74
2019 Q4	$978K	Buy	+21,960	New	+$943K	0.51%	60

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

HawsGoodwin Investment Management's VO Position: Q4 2021 in Review

HawsGoodwin Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2021, closing a stake of 220 shares — an estimated $13K sold.

HawsGoodwin Investment Management first reported a position in VO in Q4 2019 and held it in 7 quarters. The position peaked at $978K in Q4 2019. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

HawsGoodwin Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
HawsGoodwin Investment Management sold 220 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $13K.
HawsGoodwin Investment Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 7 quarters.
HawsGoodwin Investment Management's Vanguard Mid-Cap ETF position peaked at $978K in Q4 2019.
1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.