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

JGP 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
2023 Q2	–	Sell	-4,564	Closed	-$241K	–	151
2023 Q1	$241K	Buy	+4,564	New	+$243K	0.04%	138
2022 Q2	–	Sell	-3,664	Closed	-$215K	–	162
2022 Q1	$215K	Buy	+3,664	New	+$215K	0.04%	154

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

JGP Wealth Management's VO Position: Q2 2023 in Review

JGP Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 4,564 shares — an estimated $241K sold.

JGP Wealth Management first reported a position in VO in Q1 2022 and held it in 2 quarters. The position peaked at $241K in Q1 2023. 1,652 funds tracked by Wall St. Rank hold VO as of Q2 2023.

JGP Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
JGP Wealth Management sold 4,564 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $241K.
JGP Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and held it in 2 quarters.
JGP Wealth Management's Vanguard Mid-Cap ETF position peaked at $241K in Q1 2023.
1,652 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on JGP Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.