Sonora Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sonora Investment Management’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
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	865
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	792
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	1466
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	1461
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	1533
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	1452
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	1425
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	1487
2019 Q3	$4K	Sell	100 -524	-84%	-$21.9K	﹤0.01%	1475
2019 Q2	$26K	Buy	+624	New	+$25.5K	﹤0.01%	738

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sonora Investment Management's VO Position: Q3 2021 in Review

Sonora Investment Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2021 at 100 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Sonora Investment Management first reported a position in VO in Q2 2019 and has held it in 10 quarters since. The position peaked at $26K in Q2 2019. 1,356 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Sonora Investment Management held 100 shares of Vanguard Morningstar Mid-Cap ETF worth $6K as of Q3 2021.
Sonora Investment Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2021.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #865 holding.
Sonora Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 10 quarters since.
Sonora Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $26K in Q2 2019.
1,356 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.