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Pointe Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Pointe Capital 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
2023
Q2 		– Sell
-3,136
Closed -$165K – 380
2023
Q1 		$165K Buy
+3,136
New +$167K 0.12% 153

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RJA
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pointe Capital Management's VO Position: Q2 2023 in Review

Pointe Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 3,136 shares — an estimated $165K sold.

Pointe Capital Management first reported a position in VO in Q1 2023 and held it in 1 quarter. The position peaked at $165K in Q1 2023. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

  • Pointe Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 3,136 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $165K.
  • Pointe Capital Management first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's Vanguard Mid-Cap ETF position peaked at $165K in Q1 2023.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.