Newman & Schimel’s Vanguard Mid-Cap ETF VO Stock Holding History

Newman & Schimel’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	$619K	Sell	12,156 -1,584	-12%	-$80.7K	0.28%	28
2022 Q3	$646K	Buy	13,740 +24	+0.2%	+$1.25K	0.32%	26
2022 Q2	$675K	Sell	13,716 -1,068	-7%	-$57.7K	0.32%	27
2022 Q1	$879K	Buy	14,784 +864	+6%	+$50.7K	0.57%	22
2021 Q4	$887K	Buy	13,920 +2,012	+17%	+$126K	0.5%	22
2021 Q3	$705K	Buy	11,908 +2,664	+29%	+$161K	0.44%	22
2021 Q2	$549K	Hold	9,244	–	–	0.35%	28
2021 Q1	$511K	Buy	9,244 +8	+0.1%	+$434	0.34%	27
2020 Q4	$477K	Buy	+9,236	New	+$447K	0.4%	29

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

Newman & Schimel's VO Position: Q4 2022 in Review

Newman & Schimel reduced its Vanguard Mid-Cap ETF (VO) stake by 12% in Q4 2022, selling an estimated $80.7K and leaving 12,156 shares worth $619K. The position accounts for 0.28% of the portfolio, ranked #28.

Newman & Schimel first reported a position in VO in Q4 2020 and has held it in 9 quarters since. The position peaked at $887K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Newman & Schimel held 12,156 shares of Vanguard Mid-Cap ETF worth $619K as of Q4 2022.
Newman & Schimel sold 1,584 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $80.7K.
Vanguard Mid-Cap ETF made up 0.28% of Newman & Schimel's portfolio in Q4 2022, its #28 holding.
Newman & Schimel first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 9 quarters since.
Newman & Schimel's Vanguard Mid-Cap ETF position peaked at $887K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.