Laurel Wealth Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-996	Closed	-$50.7K	–	203
2022 Q4	$50.7K	Hold	996	–	–	0.03%	107
2022 Q3	$47K	Hold	996	–	–	0.03%	106
2022 Q2	$49K	Sell	996 -920	-48%	-$49.7K	0.03%	110
2022 Q1	$114K	Sell	1,916 -24,404	-93%	-$1.43M	0.08%	88
2021 Q4	$1.68M	Buy	26,320 +16,776	+176%	+$1.05M	1.27%	25
2021 Q3	$565K	Buy	9,544 +3,440	+56%	+$208K	0.46%	44
2021 Q2	$362K	Hold	6,104	–	–	0.32%	41
2021 Q1	$338K	Buy	6,104 +2,236	+58%	+$121K	0.31%	39
2020 Q4	$200K	Buy	+3,868	New	+$187K	0.2%	41

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Laurel Wealth Planning's VO Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Vanguard Mid-Cap ETF (VO) in Q1 2023, closing a stake of 996 shares — an estimated $50.7K sold.

Laurel Wealth Planning first reported a position in VO in Q4 2020 and held it in 9 quarters. The position peaked at $1.68M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

Laurel Wealth Planning reported no remaining Vanguard Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 996 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $50.7K.
Laurel Wealth Planning first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Vanguard Mid-Cap ETF position peaked at $1.68M in Q4 2021.
1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.