Liberty Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Liberty Wealth Management’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	-2,184	Closed	-$129K	–	1073
2021 Q3	$129K	Sell	2,184 -308	-12%	-$18.6K	0.05%	238
2021 Q2	$60K	Buy	2,492 +1,252	+101%	+$72.6K	0.02%	288
2021 Q1	$64K	Hold	1,240	–	–	0.03%	242
2020 Q4	$64K	Hold	1,240	–	–	0.03%	240
2020 Q3	$55K	Sell	1,240 -216	-15%	-$9.41K	0.03%	217
2020 Q2	$60K	Buy	1,456 +280	+24%	+$10.7K	0.04%	202
2020 Q1	$39K	Sell	1,176 -1,696	-59%	-$70.2K	0.03%	239
2019 Q4	$128K	Buy	2,872 +776	+37%	+$33.3K	0.1%	133
2019 Q3	$88K	Sell	2,096 -528	-20%	-$22.1K	0.08%	162
2019 Q2	$110K	Buy	2,624 +668	+34%	+$27.3K	0.1%	154
2019 Q1	$78K	Hold	1,956	–	–	0.06%	166
2018 Q4	$67K	Buy	+1,956	New	+$73.4K	0.05%	167

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Liberty Wealth Management's VO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2021, closing a stake of 2,184 shares — an estimated $129K sold.

Liberty Wealth Management first reported a position in VO in Q4 2018 and held it in 12 quarters. The position peaked at $129K in Q3 2021. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Liberty Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 2,184 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $129K.
Liberty Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Vanguard Mid-Cap ETF position peaked at $129K in Q3 2021.
1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.