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

Landmark 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	–	Sell	-8,140	Closed	-$450K	–	90
2021 Q3	$450K	Hold	8,140	–	–	0.24%	48
2021 Q2	$483K	Hold	8,140	–	–	0.23%	49
2021 Q1	$450K	Hold	8,140	–	–	0.24%	48
2020 Q4	$432K	Hold	8,140	–	–	0.24%	46
2020 Q3	$369K	Hold	8,140	–	–	0.23%	49
2020 Q2	$340K	Hold	8,140	–	–	0.22%	52
2020 Q1	$297K	Hold	8,140	–	–	0.2%	51
2019 Q4	$374K	Buy	8,140 +140	+2%	+$6.01K	0.22%	48
2019 Q3	$335K	Hold	8,000	–	–	0.21%	46
2019 Q2	$334K	Sell	8,000 -3,600	-31%	-$147K	0.2%	44
2019 Q1	$466K	Hold	11,600	–	–	0.31%	36
2018 Q4	$400K	Hold	11,600	–	–	0.26%	38
2018 Q3	$476K	Hold	11,600	–	–	0.28%	38
2018 Q2	$457K	Hold	11,600	–	–	0.28%	35
2018 Q1	$447K	Hold	11,600	–	–	0.28%	35
2017 Q4	$448K	Hold	11,600	–	–	0.28%	35
2017 Q3	$426K	Hold	11,600	–	–	0.29%	36
2017 Q2	$413K	Hold	11,600	–	–	0.3%	37
2017 Q1	$404K	Hold	11,600	–	–	0.3%	36
2016 Q4	$382K	Hold	11,600	–	–	0.31%	37
2016 Q3	$375K	Hold	11,600	–	–	0.32%	38
2016 Q2	$358K	Hold	11,600	–	–	0.33%	39
2016 Q1	$351K	Buy	11,600 +1,600	+16%	+$45.3K	0.36%	36
2015 Q4	$300K	Hold	10,000	–	–	0.32%	37
2015 Q3	$291K	Hold	10,000	–	–	0.32%	35
2015 Q2	$318K	Hold	10,000	–	–	0.33%	34
2015 Q1	$332K	Hold	10,000	–	–	0.35%	34
2014 Q4	$312K	Buy	+10,000	New	+$301K	0.32%	35

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Landmark Financial Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2021, closing a stake of 8,140 shares — an estimated $450K sold.

Landmark Financial Advisors first reported a position in VO in Q4 2014 and held it in 28 quarters. The position peaked at $483K in Q2 2021. 1,579 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Landmark Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Landmark Financial Advisors sold 8,140 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $450K.
Landmark Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and held it in 28 quarters.
Landmark Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $483K in Q2 2021.
1,579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

Based on Landmark Financial Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.