Parkside Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Parkside Advisors’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	–	Sell	-4,548	Closed	-$224K	–	66
2022 Q2	$224K	Sell	4,548 -156	-3%	-$8.43K	0.08%	61
2022 Q1	$280K	Hold	4,704	–	–	0.09%	55
2021 Q4	$300K	Sell	4,704 -80	-2%	-$5.01K	0.09%	57
2021 Q3	$283K	Hold	4,784	–	–	0.09%	58
2021 Q2	$284K	Sell	4,784 -200	-4%	-$11.6K	0.09%	58
2021 Q1	$276K	Sell	4,984 -248	-5%	-$13.5K	0.1%	60
2020 Q4	$271K	Buy	5,232 +180	+4%	+$8.71K	0.1%	59
2020 Q3	$223K	Sell	5,052 -84	-2%	-$3.66K	0.1%	60
2020 Q2	$211K	Sell	5,136 -1,260	-20%	-$48.3K	0.1%	59
2020 Q1	$210K	Sell	6,396 -88	-1%	-$3.64K	0.11%	55
2019 Q4	$289K	Sell	6,484 -788	-11%	-$33.8K	0.13%	50
2019 Q3	$305K	Sell	7,272 -408	-5%	-$17K	0.16%	43
2019 Q2	$322K	Buy	7,680 +4	+0.1%	+$164	0.18%	43
2019 Q1	$310K	Hold	7,676	–	–	0.18%	43
2018 Q4	$265K	Buy	+7,676	New	+$288K	0.16%	46

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

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

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

Parkside Advisors's VO Position: Q3 2022 in Review

Parkside Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2022, closing a stake of 4,548 shares — an estimated $224K sold.

Parkside Advisors first reported a position in VO in Q4 2018 and held it in 15 quarters. The position peaked at $322K in Q2 2019. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Parkside Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Parkside Advisors sold 4,548 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $224K.
Parkside Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 15 quarters.
Parkside Advisors's Vanguard Mid-Cap ETF position peaked at $322K in Q2 2019.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Parkside Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.