NovaPoint Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

NovaPoint Capital’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 Q3	–	Sell	-4,028	Closed	-$222K	–	139
2023 Q2	$222K	Sell	4,028 -48	-1%	-$2.52K	0.08%	123
2023 Q1	$215K	Buy	+4,076	New	+$217K	0.09%	124
2022 Q1	–	Sell	-3,188	Closed	-$203K	–	151
2021 Q4	$203K	Buy	+3,188	New	+$200K	0.07%	142

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

NovaPoint Capital's VO Position: Q3 2023 in Review

NovaPoint Capital sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 4,028 shares — an estimated $222K sold.

NovaPoint Capital first reported a position in VO in Q4 2021 and held it in 3 quarters. The position peaked at $222K in Q2 2023. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

NovaPoint Capital reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
NovaPoint Capital sold 4,028 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $222K.
NovaPoint Capital first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 3 quarters.
NovaPoint Capital's Vanguard Mid-Cap ETF position peaked at $222K in Q2 2023.
1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on NovaPoint Capital's 13F filing for Q3 2023, filed 18 Oct 2023.