Pacific Global Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Pacific Global Investment 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	-3,980	Closed	-$210K	–	219
2023 Q1	$210K	Hold	3,980	–	–	0.05%	209
2022 Q4	$203K	Buy	+3,980	New	+$203K	0.04%	206
2022 Q2	–	Sell	-3,980	Closed	-$237K	–	212
2022 Q1	$237K	Hold	3,980	–	–	0.05%	200
2021 Q4	$253K	Hold	3,980	–	–	0.05%	194
2021 Q3	$236K	Hold	3,980	–	–	0.05%	197
2021 Q2	$236K	Hold	3,980	–	–	0.05%	196
2021 Q1	$220K	Hold	3,980	–	–	0.05%	198
2020 Q4	$206K	Buy	+3,980	New	+$193K	0.05%	198

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

Pacific Global Investment Management's VO Position: Q2 2023 in Review

Pacific Global Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 3,980 shares — an estimated $210K sold.

Pacific Global Investment Management first reported a position in VO in Q4 2020 and held it in 8 quarters. The position peaked at $253K in Q4 2021. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Pacific Global Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Pacific Global Investment Management sold 3,980 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $210K.
Pacific Global Investment Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Pacific Global Investment Management's Vanguard Mid-Cap ETF position peaked at $253K in Q4 2021.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Pacific Global Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.