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Paragon Capital Management (Colorado)’s Vanguard Mid-Cap ETF VO Stock Holding History

Paragon Capital Management (Colorado)’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
Q1 		– Sell
-80
Closed -$5K – 510
2021
Q4 		$5K Buy
+80
New +$5.01K ﹤0.01% 491

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paragon Capital Management (Colorado)'s VO Position: Q1 2022 in Review

Paragon Capital Management (Colorado) sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 80 shares — an estimated $5K sold.

Paragon Capital Management (Colorado) first reported a position in VO in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

  • Paragon Capital Management (Colorado) reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Paragon Capital Management (Colorado) sold 80 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $5K.
  • Paragon Capital Management (Colorado) first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Paragon Capital Management (Colorado)'s Vanguard Mid-Cap ETF position peaked at $5K in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q1 2022, filed 19 Apr 2022.