Northwest Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Northwest Wealth 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
2023 Q2	–	Sell	-3,844	Closed	-$203K	–	159
2023 Q1	$203K	Buy	+3,844	New	+$205K	0.08%	145
2022 Q4	–	Sell	-4,484	Closed	-$211K	–	151
2022 Q3	$211K	Sell	4,484 -392	-8%	-$20.5K	0.09%	130
2022 Q2	$240K	Buy	4,876 +160	+3%	+$8.64K	0.1%	125
2022 Q1	$281K	Buy	+4,716	New	+$277K	0.14%	112
2019 Q2	–	Sell	-1,488	Closed	-$60K	–	461
2019 Q1	$60K	Hold	1,488	–	–	0.05%	207
2018 Q4	$51K	Hold	1,488	–	–	0.04%	200
2018 Q3	$61K	Sell	1,488 -500	-25%	-$20.4K	0.05%	199
2018 Q2	$78K	Sell	1,988 -728	-27%	-$28.6K	0.06%	173
2018 Q1	$105K	Buy	+2,716	New	+$107K	0.08%	144

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwest Wealth Management's VO Position: Q2 2023 in Review

Northwest Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 3,844 shares — an estimated $203K sold.

Northwest Wealth Management first reported a position in VO in Q1 2018 and held it in 9 quarters. The position peaked at $281K in Q1 2022. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Northwest Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Northwest Wealth Management sold 3,844 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $203K.
Northwest Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and held it in 9 quarters.
Northwest Wealth Management's Vanguard Mid-Cap ETF position peaked at $281K in Q1 2022.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Northwest Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.