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

SevenBridge Financial Group’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	-5,336	Closed	-$340K	–	175
2021 Q4	$340K	Sell	5,336 -1,812	-25%	-$114K	0.1%	137
2021 Q3	$423K	Sell	7,148 -1,480	-17%	-$89.4K	0.14%	113
2021 Q2	$512K	Buy	8,628 +4	+0%	+$232	0.17%	104
2021 Q1	$477K	Buy	8,624 +4	+0%	+$217	0.17%	107
2020 Q4	$446K	Buy	8,620 +16	+0.2%	+$775	0.17%	103
2020 Q3	$379K	Buy	8,604 +8	+0.1%	+$349	0.17%	98
2020 Q2	$352K	Hold	8,596	–	–	0.17%	97
2020 Q1	$283K	Sell	8,596 -3,904	-31%	-$162K	0.16%	100
2019 Q4	$557K	Buy	12,500 +3,172	+34%	+$136K	0.15%	94
2019 Q3	$391K	Buy	9,328 +788	+9%	+$32.9K	0.21%	98
2019 Q2	$357K	Buy	+8,540	New	+$349K	0.13%	110

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

SevenBridge Financial Group's VO Position: Q1 2022 in Review

SevenBridge Financial Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 5,336 shares — an estimated $340K sold.

SevenBridge Financial Group first reported a position in VO in Q2 2019 and held it in 11 quarters. The position peaked at $557K in Q4 2019. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

SevenBridge Financial Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
SevenBridge Financial Group sold 5,336 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $340K.
SevenBridge Financial Group first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 11 quarters.
SevenBridge Financial Group's Vanguard Mid-Cap ETF position peaked at $557K in Q4 2019.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on SevenBridge Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.