Soundmark Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Soundmark Wealth 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 Q4	–	Sell	-6,688	Closed	-$396K	–	72
2021 Q3	$396K	Sell	6,688 -240	-3%	-$14.5K	0.14%	51
2021 Q2	$412K	Buy	6,928 +300	+5%	+$17.4K	0.17%	44
2021 Q1	$367K	Sell	6,628 -928	-12%	-$50.4K	0.2%	44
2020 Q4	$391K	Buy	+7,556	New	+$366K	0.25%	38

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Soundmark Wealth Management's VO Position: Q4 2021 in Review

Soundmark Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2021, closing a stake of 6,688 shares — an estimated $396K sold.

Soundmark Wealth Management first reported a position in VO in Q4 2020 and held it in 4 quarters. The position peaked at $412K in Q2 2021. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Soundmark Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Soundmark Wealth Management sold 6,688 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $396K.
Soundmark Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 4 quarters.
Soundmark Wealth Management's Vanguard Mid-Cap ETF position peaked at $412K in Q2 2021.
1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on Soundmark Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.