Lineweaver Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lineweaver Wealth 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 Q2	–	Sell	-4,040	Closed	-$240K	–	154
2022 Q1	$240K	Hold	4,040	–	–	0.07%	126
2021 Q4	$257K	Hold	4,040	–	–	0.07%	120
2021 Q3	$239K	Buy	4,040 +8	+0.2%	+$483	0.07%	121
2021 Q2	$239K	Buy	4,032 +12	+0.3%	+$695	0.08%	111
2021 Q1	$222K	Buy	4,020 +12	+0.3%	+$651	0.08%	106
2020 Q4	$207K	Buy	+4,008	New	+$194K	0.08%	94

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lineweaver Wealth Advisors's VO Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2022, closing a stake of 4,040 shares — an estimated $240K sold.

Lineweaver Wealth Advisors first reported a position in VO in Q4 2020 and held it in 6 quarters. The position peaked at $257K in Q4 2021. 1,518 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Lineweaver Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 4,040 Vanguard Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $240K.
Lineweaver Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and held it in 6 quarters.
Lineweaver Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $257K in Q4 2021.
1,518 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.