LVM Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

LVM Capital 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
2022 Q2	–	Sell	-6,140	Closed	-$365K	–	141
2022 Q1	$365K	Buy	6,140 +3,000	+96%	+$176K	0.05%	105
2021 Q4	$200K	Buy	+3,140	New	+$197K	0.03%	128
2020 Q1	–	Sell	-6,180	Closed	-$275K	–	114
2019 Q4	$275K	Sell	6,180 -388	-6%	-$16.7K	0.05%	95
2019 Q3	$275K	Buy	6,568 +472	+8%	+$19.7K	0.06%	94
2019 Q2	$255K	Hold	6,096	–	–	0.06%	94
2019 Q1	$245K	Sell	6,096 -864	-12%	-$33.2K	0.06%	99
2018 Q4	$240K	Sell	6,960 -320	-4%	-$12K	0.06%	96
2018 Q3	$299K	Buy	7,280 +864	+13%	+$35.3K	0.07%	98
2018 Q2	$253K	Hold	6,416	–	–	0.06%	102
2018 Q1	$247K	Buy	6,416 +488	+8%	+$19.2K	0.06%	103
2017 Q4	$229K	Hold	5,928	–	–	0.05%	104
2017 Q3	$218K	Hold	5,928	–	–	0.05%	108
2017 Q2	$211K	Hold	5,928	–	–	0.05%	107
2017 Q1	$206K	Buy	+5,928	New	+$204K	0.05%	111

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LVM Capital Management's VO Position: Q2 2022 in Review

LVM Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 6,140 shares — an estimated $365K sold.

LVM Capital Management first reported a position in VO in Q1 2017 and held it in 14 quarters. The position peaked at $365K in Q1 2022. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

LVM Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
LVM Capital Management sold 6,140 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $365K.
LVM Capital Management first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and held it in 14 quarters.
LVM Capital Management's Vanguard Mid-Cap ETF position peaked at $365K in Q1 2022.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on LVM Capital Management's 13F filing for Q2 2022, filed 14 Jul 2022.