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

Johanson 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 Q4	$3.14M	Buy	49,248 +7,336	+18%	+$460K	0.96%	29
2021 Q3	$2.48M	Buy	41,912 +2,328	+6%	+$141K	0.85%	30
2021 Q2	$2.33M	Buy	39,584 +4,696	+13%	+$272K	0.79%	32
2021 Q1	$1.99M	Buy	34,888 +5,640	+19%	+$306K	0.73%	34
2020 Q4	$1.51M	Buy	29,248 +2,492	+9%	+$121K	0.61%	39
2020 Q3	$1.21M	Buy	26,756 +3,320	+14%	+$145K	0.54%	44
2020 Q2	$960K	Buy	+23,436	New	+$898K	0.48%	47
2020 Q1	–	Sell	-478,520	Closed	-$671K	–	241
2019 Q4	$671K	Buy	+478,520	New	+$20.5M	0.03%	171

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Johanson Financial Advisors's VO Position: Q4 2021 in Review

Johanson Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 18% in Q4 2021, buying an estimated $460K and bringing the position to 49,248 shares worth $3.14M. The position accounts for 0.96% of the portfolio, ranked #29.

Johanson Financial Advisors first reported a position in VO in Q4 2019 and has held it in 8 quarters since. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Johanson Financial Advisors held 49,248 shares of Vanguard Mid-Cap ETF worth $3.14M as of Q4 2021.
Johanson Financial Advisors bought 7,336 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $460K.
Vanguard Mid-Cap ETF made up 0.96% of Johanson Financial Advisors's portfolio in Q4 2021, its #29 holding.
Johanson Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 8 quarters since.
1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.