Minot Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Minot Wealth 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	$1.17M	Buy	23,804 +360	+2%	+$19.5K	0.3%	65
2022 Q1	$1.39M	Sell	23,444 -3,200	-12%	-$188K	0.3%	65
2021 Q4	$1.7M	Buy	26,644 +3,140	+13%	+$197K	0.33%	70
2021 Q3	$1.39M	Hold	23,504	–	–	0.3%	72
2021 Q2	$1.39M	Buy	23,504 +1,140	+5%	+$66.1K	0.3%	75
2021 Q1	$1.24M	Hold	22,364	–	–	0.32%	79
2020 Q4	$1.16M	Hold	22,364	–	–	0.34%	74
2020 Q3	$985K	Sell	22,364 -2,000	-8%	-$87.2K	0.37%	70
2020 Q2	$998K	Sell	24,364 -840	-3%	-$32.2K	0.5%	63
2020 Q1	$830K	Sell	25,204 -21,624	-46%	-$895K	0.59%	55
2019 Q4	$2.15M	Buy	+46,828	New	+$2.01M	0.98%	34

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

Minot Wealth Management's VO Position: Q2 2022 in Review

Minot Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2022, buying an estimated $19.5K and bringing the position to 23,804 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #65.

Minot Wealth Management first reported a position in VO in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.15M in Q4 2019. 1,518 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Minot Wealth Management held 23,804 shares of Vanguard Morningstar Mid-Cap ETF worth $1.17M as of Q2 2022.
Minot Wealth Management bought 360 Vanguard Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $19.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of Minot Wealth Management's portfolio in Q2 2022, its #65 holding.
Minot Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.15M in Q4 2019.
1,518 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.