Sanford Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Sanford Advisory Services’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	$1.4M	Buy	27,548 +10,288	+60%	+$524K	0.33%	45
2022 Q3	$811K	Buy	17,260 +1,804	+12%	+$94.3K	0.23%	51
2022 Q2	$761K	Hold	15,456	–	–	0.22%	53
2022 Q1	$919K	Buy	15,456 +440	+3%	+$25.8K	0.25%	40
2021 Q4	$956K	Sell	15,016 -116	-0.8%	-$7.27K	0.22%	44
2021 Q3	$896K	Buy	15,132 +500	+3%	+$30.2K	0.22%	42
2021 Q2	$868K	Buy	14,632 +320	+2%	+$18.5K	0.22%	43
2021 Q1	$792K	Buy	14,312 +956	+7%	+$51.9K	0.22%	42
2020 Q4	$690K	Buy	+13,356	New	+$647K	0.22%	44

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

Sanford Advisory Services's VO Position: Q4 2022 in Review

Sanford Advisory Services increased its Vanguard Mid-Cap ETF (VO) stake by 60% in Q4 2022, buying an estimated $524K and bringing the position to 27,548 shares worth $1.4M. The position accounts for 0.33% of the portfolio, ranked #45.

Sanford Advisory Services first reported a position in VO in Q4 2020 and has held it in 9 quarters since. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Sanford Advisory Services held 27,548 shares of Vanguard Mid-Cap ETF worth $1.4M as of Q4 2022.
Sanford Advisory Services bought 10,288 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $524K.
Vanguard Mid-Cap ETF made up 0.33% of Sanford Advisory Services's portfolio in Q4 2022, its #45 holding.
Sanford Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 9 quarters since.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.