Marino Stram & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Marino Stram & Associates’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 Q3	–	Sell	-3,980	Closed	-$236K	–	281
2021 Q2	$236K	Buy	+3,980	New	+$231K	0.06%	235
2019 Q2	–	Sell	-760	Closed	-$31K	–	558
2019 Q1	$31K	Buy	760 +328	+76%	+$12.6K	0.02%	207
2018 Q4	$15K	Sell	432 -540	-56%	-$20.3K	0.01%	240
2018 Q3	$40K	Hold	972	–	–	0.03%	187
2018 Q2	$38K	Buy	972 +100	+11%	+$3.92K	0.03%	189
2018 Q1	$37K	Buy	872 +172	+25%	+$6.77K	0.03%	192
2017 Q4	$27K	Buy	+700	New	+$26.4K	0.02%	224

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Marino Stram & Associates's VO Position: Q3 2021 in Review

Marino Stram & Associates sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2021, closing a stake of 3,980 shares — an estimated $236K sold.

Marino Stram & Associates first reported a position in VO in Q4 2017 and held it in 7 quarters. The position peaked at $236K in Q2 2021. 1,356 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Marino Stram & Associates reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Marino Stram & Associates sold 3,980 Vanguard Morningstar Mid-Cap ETF shares in Q3 2021, an estimated $236K.
Marino Stram & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and held it in 7 quarters.
Marino Stram & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $236K in Q2 2021.
1,356 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.