JMAC Enterprises’s Vanguard Mid-Cap ETF VO Stock Holding History

JMAC Enterprises’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	-38,136	Closed	-$2.01M	–	186
2023 Q1	$2.01M	Hold	38,136	–	–	0.51%	62
2022 Q4	$1.94M	Buy	38,136 +4	+0%	+$204	0.53%	53
2022 Q3	$1.79M	Buy	38,132 +4	+0%	+$209	0.5%	56
2022 Q2	$1.88M	Buy	+38,128	New	+$2.06M	0.48%	62

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

JMAC Enterprises's VO Position: Q2 2023 in Review

JMAC Enterprises sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 38,136 shares — an estimated $2.01M sold.

JMAC Enterprises first reported a position in VO in Q2 2022 and held it in 4 quarters. The position peaked at $2.01M in Q1 2023. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

JMAC Enterprises reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
JMAC Enterprises sold 38,136 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $2.01M.
JMAC Enterprises first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and held it in 4 quarters.
JMAC Enterprises's Vanguard Mid-Cap ETF position peaked at $2.01M in Q1 2023.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on JMAC Enterprises's 13F filing for Q2 2023, filed 20 Jul 2023.