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Oxler Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Oxler Private Wealth’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
Q3 		– Hold
0
– – – 278
2021
Q1 		– Sell
-200
Closed -$10K – 212
2020
Q4 		$10K Buy
+200
New +$9.68K 0.01% 207

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
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

Oxler Private Wealth's VO Position: Q3 2022 in Review

Oxler Private Wealth held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2022 at 0 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #278.

Oxler Private Wealth first reported a position in VO in Q4 2020 and has held it in 1 quarter since. The position peaked at $10K in Q4 2020. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

  • Oxler Private Wealth held 0 shares of Vanguard Mid-Cap ETF worth $23.1K as of Q3 2022.
  • Oxler Private Wealth left its Vanguard Mid-Cap ETF share count unchanged in Q3 2022.
  • Vanguard Mid-Cap ETF made up 0.01% of Oxler Private Wealth's portfolio in Q3 2022, its #278 holding.
  • Oxler Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 1 quarter since.
  • Oxler Private Wealth's Vanguard Mid-Cap ETF position peaked at $10K in Q4 2020.
  • 1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.