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New England Capital Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

New England Capital Financial Advisors’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
-144
Closed -$7.62K – 444
2023
Q1 		$7.62K Hold
144
– – 0.01% 270
2022
Q4 		$7.67K Buy
+144
New +$7.33K 0.01% 268

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New England Capital Financial Advisors's VO Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 144 shares — an estimated $7.62K sold.

New England Capital Financial Advisors first reported a position in VO in Q4 2022 and held it in 2 quarters. The position peaked at $7.67K in Q4 2022. 1,652 funds tracked by Wall St. Rank hold VO as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 144 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $7.62K.
  • New England Capital Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Vanguard Mid-Cap ETF position peaked at $7.67K in Q4 2022.
  • 1,652 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.