Hoover Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Hoover Financial Advisors’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	$227K	Hold	3,828	–	–	0.04%	124
2021 Q1	$219K	Buy	3,828 +436	+13%	+$23.7K	0.04%	113
2020 Q4	$181K	Buy	3,392 +384	+13%	+$18.6K	0.05%	119
2020 Q3	$133K	Sell	3,008 -888	-23%	-$38.7K	0.04%	111
2020 Q2	$160K	Buy	+3,896	New	+$149K	0.06%	107

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

Hoover Financial Advisors's VO Position: Q2 2021 in Review

Hoover Financial Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2021 at 3,828 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #124.

Hoover Financial Advisors first reported a position in VO in Q2 2020 and has held it in 5 quarters since. 1,327 funds tracked by Wall St. Rank hold VO as of Q2 2021.

Hoover Financial Advisors held 3,828 shares of Vanguard Mid-Cap ETF worth $227K as of Q2 2021.
Hoover Financial Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q2 2021.
Vanguard Mid-Cap ETF made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #124 holding.
Hoover Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 5 quarters since.
1,327 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.