Phoenix Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Phoenix Wealth 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 Q4	–	Sell	-2,040	Closed	-$121K	–	347
2021 Q3	$121K	Sell	2,040 -84	-4%	-$5.08K	0.09%	144
2021 Q2	$126K	Buy	2,124 +160	+8%	+$9.27K	0.09%	144
2021 Q1	$110K	Hold	1,964	–	–	0.09%	147
2020 Q4	$102K	Buy	+1,964	New	+$95.1K	0.08%	146

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Phoenix Wealth Advisors's VO Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2021, closing a stake of 2,040 shares — an estimated $121K sold.

Phoenix Wealth Advisors first reported a position in VO in Q4 2020 and held it in 4 quarters. The position peaked at $126K in Q2 2021. 1,579 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 2,040 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $121K.
Phoenix Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $126K in Q2 2021.
1,579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.