McCarthy Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

McCarthy Asset 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	-1,524	Closed	-$91K	–	284
2022 Q1	$91K	Hold	1,524	–	–	0.06%	59
2021 Q4	$97K	Sell	1,524 -496	-25%	-$31.1K	0.07%	60
2021 Q3	$120K	Hold	2,020	–	–	0.09%	49
2021 Q2	$120K	Sell	2,020 -4	-0.2%	-$232	0.09%	53
2021 Q1	$112K	Buy	2,024 +4	+0.2%	+$217	0.09%	55
2020 Q4	$104K	Buy	+2,020	New	+$97.8K	0.09%	54

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

McCarthy Asset Management's VO Position: Q2 2022 in Review

McCarthy Asset Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 1,524 shares — an estimated $91K sold.

McCarthy Asset Management first reported a position in VO in Q4 2020 and held it in 6 quarters. The position peaked at $120K in Q3 2021. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

McCarthy Asset Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 1,524 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $91K.
McCarthy Asset Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Vanguard Mid-Cap ETF position peaked at $120K in Q3 2021.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.