Laurel Wealth Advisors (California)’s Vanguard Mid-Cap ETF VO Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$5.08M	Buy	99,704 +13,508	+16%	+$688K	0.5%	48
2022 Q3	$4.05M	Sell	86,196 -4,156	-5%	-$217K	0.43%	56
2022 Q2	$4.45M	Sell	90,352 -13,380	-13%	-$723K	0.45%	52
2022 Q1	$6.17M	Sell	103,732 -9,740	-9%	-$571K	0.51%	43
2021 Q4	$7.23M	Buy	113,472 +99,032	+686%	+$6.21M	0.56%	32
2021 Q3	$855K	Sell	14,440 -75,036	-84%	-$4.53M	0.16%	159
2021 Q2	$5.31M	Buy	89,476 +27,964	+45%	+$1.62M	0.69%	30
2021 Q1	$3.4M	Sell	61,512 -163,644	-73%	-$8.88M	0.52%	41
2020 Q4	$11.6M	Buy	225,156 +12,172	+6%	+$589K	1.71%	7
2020 Q3	$9.38M	Buy	212,984 +86,696	+69%	+$3.78M	1.55%	7
2020 Q2	$5.17M	Buy	126,288 +21,232	+20%	+$813K	0.95%	20
2020 Q1	$3.46M	Sell	105,056 -344	-0.3%	-$14.2K	0.79%	24
2019 Q4	$4.7M	Buy	105,400 +1,460	+1%	+$62.7K	0.79%	26
2019 Q3	$4.36M	Buy	103,940 +4,696	+5%	+$196K	0.75%	30
2019 Q2	$4.15M	Buy	99,244 +1,080	+1%	+$44.2K	0.91%	24
2019 Q1	$3.94M	Buy	98,164 +3,224	+3%	+$124K	0.97%	21
2018 Q4	$3.28M	Buy	94,940 +3,444	+4%	+$129K	0.97%	22
2018 Q3	$3.75M	Buy	91,496 +2,348	+3%	+$95.8K	0.92%	21
2018 Q2	$3.51M	Buy	89,148 +78,948	+774%	+$3.1M	0.94%	23
2018 Q1	$393K	Buy	10,200 +3,128	+44%	+$123K	0.12%	199
2017 Q4	$273K	Sell	7,072 -348	-5%	-$13.1K	0.08%	274
2017 Q3	$272K	Buy	7,420 +324	+5%	+$11.7K	0.09%	241
2017 Q2	$252K	Buy	+7,096	New	+$251K	0.09%	245

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vanguard Mid-Cap ETF (VO) stake by 16% in Q4 2022, buying an estimated $688K and bringing the position to 99,704 shares worth $5.08M. The position accounts for 0.5% of the portfolio, ranked #48.

Laurel Wealth Advisors (California) first reported a position in VO in Q2 2017 and has held it in 23 quarters since. The position peaked at $11.6M in Q4 2020. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Laurel Wealth Advisors (California) held 99,704 shares of Vanguard Mid-Cap ETF worth $5.08M as of Q4 2022.
Laurel Wealth Advisors (California) bought 13,508 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $688K.
Vanguard Mid-Cap ETF made up 0.5% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #48 holding.
Laurel Wealth Advisors (California) first reported a position in Vanguard Mid-Cap ETF in Q2 2017 and has held it in 23 quarters since.
Laurel Wealth Advisors (California)'s Vanguard Mid-Cap ETF position peaked at $11.6M in Q4 2020.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.