IronBridge Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-184	Closed	-$12K	–	290
2021 Q4	$12K	Hold	184	–	–	0.01%	165
2021 Q3	$11K	Hold	184	–	–	0.01%	143
2021 Q2	$11K	Hold	184	–	–	0.01%	148
2021 Q1	$10K	Buy	+184	New	+$9.98K	0.01%	163

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

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

IronBridge Private Wealth's VO Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 184 shares — an estimated $12K sold.

IronBridge Private Wealth first reported a position in VO in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

IronBridge Private Wealth reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 184 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $12K.
IronBridge Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 4 quarters.
IronBridge Private Wealth's Vanguard Mid-Cap ETF position peaked at $12K in Q4 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.