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

RGT 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
2022 Q1	–	Sell	-192	Closed	-$12K	–	327
2021 Q4	$12K	Buy	+192	New	+$12K	﹤0.01%	218
2018 Q2	–	Sell	-6,424	Closed	-$248K	–	86
2018 Q1	$248K	Hold	6,424	–	–	0.12%	84
2017 Q4	$249K	Hold	6,424	–	–	0.13%	79
2017 Q3	$236K	Hold	6,424	–	–	0.16%	79
2017 Q2	$229K	Hold	6,424	–	–	0.16%	74
2017 Q1	$224K	Hold	6,424	–	–	0.15%	83
2016 Q4	$211K	Hold	6,424	–	–	0.12%	111
2016 Q3	$207K	Buy	+6,424	New	+$206K	0.13%	109

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RGT Wealth Advisors's VO Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 192 shares — an estimated $12K sold.

RGT Wealth Advisors first reported a position in VO in Q3 2016 and held it in 8 quarters. The position peaked at $249K in Q4 2017. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

RGT Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 192 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $12K.
RGT Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2016 and held it in 8 quarters.
RGT Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $249K in Q4 2017.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.