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

Level 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
2022 Q4	–	Sell	-72	Closed	-$3K	–	300
2022 Q3	$3K	Sell	72 -200	-74%	-$10.5K	﹤0.01%	214
2022 Q2	$13K	Hold	272	–	–	0.01%	169
2022 Q1	$16K	Hold	272	–	–	0.01%	138
2021 Q4	$17K	Buy	+272	New	+$17.1K	0.01%	146

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

Level Financial Advisors's VO Position: Q4 2022 in Review

Level Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 72 shares — an estimated $3K sold.

Level Financial Advisors first reported a position in VO in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Level Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Level Financial Advisors sold 72 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $3K.
Level Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
Level Financial Advisors's Vanguard Mid-Cap ETF position peaked at $17K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Level Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.