New England Guild Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

New England Guild Wealth 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
2022 Q4	$4.26M	Buy	83,676 +472	+0.6%	+$24K	2.25%	14
2022 Q3	$3.91M	Sell	83,204 -356	-0.4%	-$18.6K	2.36%	14
2022 Q2	$4.12M	Sell	83,560 -520	-0.6%	-$28.1K	2.54%	14
2022 Q1	$5M	Sell	84,080 -6,744	-7%	-$396K	2.65%	11
2021 Q4	$5.79M	Buy	90,824 +348	+0.4%	+$21.8K	2.9%	12
2021 Q3	$5.36M	Buy	90,476 +3,040	+3%	+$184K	2.84%	13
2021 Q2	$5.19M	Sell	87,436 -6,028	-6%	-$349K	2.81%	11
2021 Q1	$5.17M	Sell	93,464 -7,768	-8%	-$422K	2.91%	9
2020 Q4	$5.23M	Buy	101,232 +948	+0.9%	+$45.9K	3.1%	7
2020 Q3	$4.42M	Buy	100,284 +2,144	+2%	+$93.4K	3.09%	8
2020 Q2	$4.02M	Buy	98,140 +14,920	+18%	+$572K	2.95%	8
2020 Q1	$2.74M	Buy	83,220 +74,612	+867%	+$3.09M	2.46%	11
2019 Q4	$383K	Buy	8,608 +1,016	+13%	+$43.6K	0.27%	42
2019 Q3	$318K	Buy	7,592 +2,616	+53%	+$109K	0.23%	46
2019 Q2	$208K	Buy	+4,976	New	+$204K	0.15%	51

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

New England Guild Wealth Advisors's VO Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.57% in Q4 2022, buying an estimated $24K and bringing the position to 83,676 shares worth $4.26M. The position accounts for 2.25% of the portfolio, ranked #14.

New England Guild Wealth Advisors first reported a position in VO in Q2 2019 and has held it in 15 quarters since. The position peaked at $5.79M in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

New England Guild Wealth Advisors held 83,676 shares of Vanguard Mid-Cap ETF worth $4.26M as of Q4 2022.
New England Guild Wealth Advisors bought 472 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $24K.
Vanguard Mid-Cap ETF made up 2.25% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #14 holding.
New England Guild Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 15 quarters since.
New England Guild Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $5.79M in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.