LWA
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Lineweaver Wealth Advisors’s Vanguard 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
Wells Fargo San Francisco, California $501B 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return