Indie Asset Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Indie Asset Partners’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
2023 Q2	–	Sell	-6,040	Closed	-$318K	–	89
2023 Q1	$318K	Hold	6,040	–	–	0.37%	48
2022 Q4	$308K	Sell	6,040 -232	-4%	-$11.8K	0.34%	56
2022 Q3	$295K	Sell	6,272 -1,880	-23%	-$98.2K	0.3%	59
2022 Q2	$401K	Sell	8,152 -748	-8%	-$40.4K	0.35%	52
2022 Q1	$529K	Sell	8,900 -640	-7%	-$37.5K	0.4%	45
2021 Q4	$608K	Hold	9,540	–	–	0.44%	40
2021 Q3	$565K	Hold	9,540	–	–	0.46%	48
2021 Q2	$566K	Hold	9,540	–	–	0.46%	46
2021 Q1	$528K	Sell	9,540 -140	-1%	-$7.6K	0.6%	47
2020 Q4	$500K	Sell	9,680 -1,200	-11%	-$58.1K	0.58%	46
2020 Q3	$479K	Hold	10,880	–	–	0.6%	46
2020 Q2	$483K	Buy	+10,880	New	+$417K	0.61%	44

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Indie Asset Partners's VO Position: Q2 2023 in Review

Indie Asset Partners sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 6,040 shares — an estimated $318K sold.

Indie Asset Partners first reported a position in VO in Q2 2020 and held it in 12 quarters. The position peaked at $608K in Q4 2021. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Indie Asset Partners reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Indie Asset Partners sold 6,040 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $318K.
Indie Asset Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and held it in 12 quarters.
Indie Asset Partners's Vanguard Mid-Cap ETF position peaked at $608K in Q4 2021.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Indie Asset Partners's 13F filing for Q2 2023, filed 7 Aug 2023.