Paragon Wealth Strategies’s Vanguard Mid-Cap ETF VO Stock Holding History

Paragon Wealth Strategies’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 Q2	–	Sell	-4,312	Closed	-$256K	–	54
2022 Q1	$256K	Buy	4,312 +140	+3%	+$8.21K	0.07%	44
2021 Q4	$266K	Buy	+4,172	New	+$262K	0.06%	41
2021 Q3	–	Sell	-2,468	Closed	-$146K	–	273
2021 Q2	$146K	Buy	+2,468	New	+$143K	0.04%	48

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Paragon Wealth Strategies's VO Position: Q2 2022 in Review

Paragon Wealth Strategies sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 4,312 shares — an estimated $256K sold.

Paragon Wealth Strategies first reported a position in VO in Q2 2021 and held it in 3 quarters. The position peaked at $266K in Q4 2021. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Paragon Wealth Strategies reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Paragon Wealth Strategies sold 4,312 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $256K.
Paragon Wealth Strategies first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and held it in 3 quarters.
Paragon Wealth Strategies's Vanguard Mid-Cap ETF position peaked at $266K in Q4 2021.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Paragon Wealth Strategies's 13F filing for Q2 2022, filed 11 Jul 2022.