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

Perennial 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
2021 Q3	–	Sell	-592	Closed	-$35K	–	266
2021 Q2	$35K	Hold	592	–	–	0.01%	174
2021 Q1	$33K	Hold	592	–	–	0.01%	174
2020 Q4	$31K	Buy	+592	New	+$28.7K	0.01%	162
2020 Q3	–	Sell	-592	Closed	-$24K	–	198
2020 Q2	$24K	Buy	+592	New	+$22.7K	0.01%	163
2019 Q1	–	Sell	-592	Closed	-$20K	–	177
2018 Q4	$20K	Hold	592	–	–	0.01%	137
2018 Q3	$24K	Hold	592	–	–	0.01%	137
2018 Q2	$23K	Hold	592	–	–	0.01%	139
2018 Q1	$23K	Hold	592	–	–	0.01%	131
2017 Q4	$23K	Hold	592	–	–	0.01%	140
2017 Q3	$22K	Hold	592	–	–	0.01%	128
2017 Q2	$21K	Hold	592	–	–	0.02%	129
2017 Q1	$21K	Hold	592	–	–	0.02%	122
2016 Q4	$19K	Buy	+592	New	+$19.2K	0.02%	130

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

Perennial Advisors's VO Position: Q3 2021 in Review

Perennial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2021, closing a stake of 592 shares — an estimated $35K sold.

Perennial Advisors first reported a position in VO in Q4 2016 and held it in 13 quarters. The position peaked at $35K in Q2 2021. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Perennial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 592 Vanguard Mid-Cap ETF shares in Q3 2021, an estimated $35K.
Perennial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and held it in 13 quarters.
Perennial Advisors's Vanguard Mid-Cap ETF position peaked at $35K in Q2 2021.
1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.