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Peachtree Investment Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Peachtree Investment Partners’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
-384
Closed -$24K – 114
2021
Q4 		$24K Buy
+384
New +$24.1K 0.01% 97

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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

Peachtree Investment Partners's VO Position: Q1 2022 in Review

Peachtree Investment Partners sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 384 shares — an estimated $24K sold.

Peachtree Investment Partners first reported a position in VO in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 1,573 funds tracked by Wall St. Rank hold VO as of Q1 2022.

  • Peachtree Investment Partners reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Peachtree Investment Partners sold 384 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $24K.
  • Peachtree Investment Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Peachtree Investment Partners's Vanguard Mid-Cap ETF position peaked at $24K in Q4 2021.
  • 1,573 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Peachtree Investment Partners's 13F filing for Q1 2022, filed 8 Jun 2022.