Resolute Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Resolute Financial’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	$1.29M	Buy	25,412 +180	+0.7%	+$9.17K	1.1%	24
2022 Q3	$1.19M	Sell	25,232 -128	-0.5%	-$6.69K	1.13%	21
2022 Q2	$1.25M	Buy	25,360 +1,992	+9%	+$108K	1.09%	21
2022 Q1	$1.39M	Sell	23,368 -16	-0.1%	-$939	1.13%	18
2021 Q4	$1.49M	Buy	+23,384	New	+$1.47M	1.11%	19

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

Resolute Financial's VO Position: Q4 2022 in Review

Resolute Financial increased its Vanguard Mid-Cap ETF (VO) stake by 0.71% in Q4 2022, buying an estimated $9.17K and bringing the position to 25,412 shares worth $1.29M. The position accounts for 1.1% of the portfolio, ranked #24.

Resolute Financial first reported a position in VO in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.49M in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Resolute Financial held 25,412 shares of Vanguard Mid-Cap ETF worth $1.29M as of Q4 2022.
Resolute Financial bought 180 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $9.17K.
Vanguard Mid-Cap ETF made up 1.1% of Resolute Financial's portfolio in Q4 2022, its #24 holding.
Resolute Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's Vanguard Mid-Cap ETF position peaked at $1.49M in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.