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Northeast Financial Consultants’s Vanguard Mid-Cap ETF VO Stock Holding History

Northeast Financial Consultants’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 		– Sell
-10,804
Closed -$508K – 350
2022
Q3 		$508K Buy
+10,804
New +$565K 0.04% 185

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RJA
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Northeast Financial Consultants's VO Position: Q4 2022 in Review

Northeast Financial Consultants sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 10,804 shares — an estimated $508K sold.

Northeast Financial Consultants first reported a position in VO in Q3 2022 and held it in 1 quarter. The position peaked at $508K in Q3 2022. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

  • Northeast Financial Consultants reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 10,804 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $508K.
  • Northeast Financial Consultants first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Northeast Financial Consultants's Vanguard Mid-Cap ETF position peaked at $508K in Q3 2022.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Northeast Financial Consultants's 13F filing for Q4 2022, filed 13 Feb 2023.