Monumental Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Monumental Financial Group’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
2023 Q2	–	Sell	-2,164	Closed	-$114K	–	84
2023 Q1	$114K	Buy	+2,164	New	+$115K	0.08%	57
2022 Q4	–	Sell	-5,044	Closed	-$237K	–	57
2022 Q3	$237K	Sell	5,044 -92	-2%	-$4.81K	0.22%	31
2022 Q2	$253K	Buy	5,136 +24	+0.5%	+$1.3K	0.23%	37
2022 Q1	$304K	Sell	5,112 -968	-16%	-$56.8K	0.25%	21
2021 Q4	$387K	Hold	6,080	–	–	0.28%	19
2021 Q3	$360K	Hold	6,080	–	–	0.29%	19
2021 Q2	$361K	Buy	+6,080	New	+$352K	0.31%	19

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Monumental Financial Group's VO Position: Q2 2023 in Review

Monumental Financial Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2023, closing a stake of 2,164 shares — an estimated $114K sold.

Monumental Financial Group first reported a position in VO in Q2 2021 and held it in 7 quarters. The position peaked at $387K in Q4 2021. 1,654 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Monumental Financial Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Monumental Financial Group sold 2,164 Vanguard Morningstar Mid-Cap ETF shares in Q2 2023, an estimated $114K.
Monumental Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and held it in 7 quarters.
Monumental Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $387K in Q4 2021.
1,654 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.