Parisi Gray Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Parisi Gray Wealth 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
2021 Q3	–	Sell	-60	Closed	-$4K	–	544
2021 Q2	$4K	Buy	+60	New	+$3.48K	﹤0.01%	527
2019 Q2	–	Sell	-60	Closed	-$2K	–	447
2019 Q1	$2K	Hold	60	–	–	﹤0.01%	512
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	547
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	553
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	576
2018 Q1	$2K	Hold	60	–	–	﹤0.01%	575
2017 Q4	$2K	Buy	+60	New	+$2.27K	﹤0.01%	617

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Parisi Gray Wealth Management's VO Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2021, closing a stake of 60 shares — an estimated $4K sold.

Parisi Gray Wealth Management first reported a position in VO in Q4 2017 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 60 Vanguard Mid-Cap ETF shares in Q3 2021, an estimated $4K.
Parisi Gray Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Vanguard Mid-Cap ETF position peaked at $4K in Q2 2021.
1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.