Moseley Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Moseley Investment 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	-4,488	Closed	-$267K	–	169
2022 Q1	$267K	Sell	4,488 -5,088	-53%	-$299K	0.14%	146
2021 Q4	$610K	Sell	9,576 -824	-8%	-$51.7K	0.28%	90
2021 Q3	$623K	Sell	10,400 -100	-1%	-$6.04K	0.31%	84
2021 Q2	$623K	Buy	10,500 +1,176	+13%	+$68.2K	0.31%	86
2021 Q1	$516K	Sell	9,324 -940	-9%	-$51K	0.29%	91
2020 Q4	$531K	Buy	10,264 +4,228	+70%	+$205K	0.31%	82
2020 Q3	$266K	Sell	6,036 -1,556	-20%	-$67.8K	0.19%	110
2020 Q2	$311K	Buy	+7,592	New	+$291K	0.26%	97

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

Moseley Investment Management's VO Position: Q2 2022 in Review

Moseley Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 4,488 shares — an estimated $267K sold.

Moseley Investment Management first reported a position in VO in Q2 2020 and held it in 8 quarters. The position peaked at $623K in Q3 2021. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Moseley Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Moseley Investment Management sold 4,488 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $267K.
Moseley Investment Management first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and held it in 8 quarters.
Moseley Investment Management's Vanguard Mid-Cap ETF position peaked at $623K in Q3 2021.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Moseley Investment Management's 13F filing for Q2 2022, filed 15 Jul 2022.