Kings Point Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Kings Point Capital 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
2021 Q4	–	Sell	-652	Closed	-$39K	–	653
2021 Q3	$39K	Buy	+652	New	+$39.4K	﹤0.01%	391
2020 Q4	–	Sell	-1,744	Closed	-$77K	–	514
2020 Q3	$77K	Sell	1,744 -2,000	-53%	-$87.2K	0.01%	266
2020 Q2	$153K	Hold	3,744	–	–	0.02%	179
2020 Q1	$123K	Hold	3,744	–	–	0.02%	193
2019 Q4	$167K	Buy	3,744 +1,744	+87%	+$74.9K	0.02%	192
2019 Q3	$84K	Hold	2,000	–	–	0.01%	238
2019 Q2	$84K	Hold	2,000	–	–	0.02%	209
2019 Q1	$80K	Sell	2,000 -740	-27%	-$28.5K	0.02%	189
2018 Q4	$95K	Hold	2,740	–	–	0.02%	163
2018 Q3	$112K	Hold	2,740	–	–	0.02%	179
2018 Q2	$108K	Hold	2,740	–	–	0.02%	177
2018 Q1	$106K	Sell	2,740 -124	-4%	-$4.88K	0.02%	175
2017 Q4	$111K	Buy	2,864 +4	+0.1%	+$151	0.02%	178
2017 Q3	$105K	Hold	2,860	–	–	0.02%	175
2017 Q2	$102K	Hold	2,860	–	–	0.02%	179
2017 Q1	$100K	Buy	+2,860	New	+$98.3K	0.02%	176
2015 Q2	–	Sell	-532	Closed	-$18K	–	373
2015 Q1	$18K	Sell	532 -336	-39%	-$10.6K	﹤0.01%	307
2014 Q4	$27K	Hold	868	–	–	0.01%	259
2014 Q3	$25K	Hold	868	–	–	0.01%	233
2014 Q2	$26K	Buy	+868	New	+$24.8K	0.01%	231

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

Kings Point Capital Management's VO Position: Q4 2021 in Review

Kings Point Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2021, closing a stake of 652 shares — an estimated $39K sold.

Kings Point Capital Management first reported a position in VO in Q2 2014 and held it in 20 quarters. The position peaked at $167K in Q4 2019. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Kings Point Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Kings Point Capital Management sold 652 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $39K.
Kings Point Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2014 and held it in 20 quarters.
Kings Point Capital Management's Vanguard Mid-Cap ETF position peaked at $167K in Q4 2019.
1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on Kings Point Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.