PYA Waltman Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

PYA Waltman Capital’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 Q4	–	Sell	-2,060	Closed	-$97K	–	189
2022 Q3	$97K	Hold	2,060	–	–	0.06%	73
2022 Q2	$101K	Hold	2,060	–	–	0.06%	76
2022 Q1	$122K	Hold	2,060	–	–	0.06%	62
2021 Q4	$131K	Buy	+2,060	New	+$129K	0.07%	60
2021 Q2	–	Sell	-2,060	Closed	-$114K	–	45
2021 Q1	$114K	Hold	2,060	–	–	0.06%	36
2020 Q4	$106K	Hold	2,060	–	–	0.06%	41
2020 Q3	$91K	Buy	+2,060	New	+$89.8K	0.06%	38

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

PYA Waltman Capital's VO Position: Q4 2022 in Review

PYA Waltman Capital sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 2,060 shares — an estimated $97K sold.

PYA Waltman Capital first reported a position in VO in Q3 2020 and held it in 7 quarters. The position peaked at $131K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

PYA Waltman Capital reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
PYA Waltman Capital sold 2,060 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $97K.
PYA Waltman Capital first reported a position in Vanguard Mid-Cap ETF in Q3 2020 and held it in 7 quarters.
PYA Waltman Capital's Vanguard Mid-Cap ETF position peaked at $131K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.