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Lehman & Derafelo Financial Resources’s Vanguard Mid-Cap ETF VO Stock Holding History

Lehman & Derafelo Financial Resources’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 		– Sell
-592
Closed -$28K – 196
2022
Q3 		$28K Hold
592
– – 0.01% 141
2022
Q2 		$29K Buy
+592
New +$32K 0.01% 144

Other funds holding VO

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
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

Lehman & Derafelo Financial Resources's VO Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 592 shares — an estimated $28K sold.

Lehman & Derafelo Financial Resources first reported a position in VO in Q2 2022 and held it in 2 quarters. The position peaked at $29K in Q2 2022. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

  • Lehman & Derafelo Financial Resources reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 592 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $28K.
  • Lehman & Derafelo Financial Resources first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Vanguard Mid-Cap ETF position peaked at $29K in Q2 2022.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.