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

Southern 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
2023 Q1	$2.57M	Buy	48,728 +9,020	+23%	+$480K	1%	30
2022 Q4	$2.02M	Sell	39,708 -9,164	-19%	-$467K	0.81%	31
2022 Q3	$2.49M	Buy	48,872 +17,756	+57%	+$928K	1%	28
2022 Q2	$1.53M	Buy	31,116 +5,692	+22%	+$308K	0.59%	33
2022 Q1	$1.51M	Buy	25,424 +8,372	+49%	+$491K	0.49%	35
2021 Q4	$1.09M	Sell	17,052 -69,136	-80%	-$4.33M	0.43%	35
2021 Q3	$5.1M	Buy	86,188 +160	+0.2%	+$9.67K	1.5%	22
2021 Q2	$5.22M	Sell	86,028 -176	-0.2%	-$10.2K	1.51%	22
2021 Q1	$4.77M	Buy	86,204 +11,572	+16%	+$628K	1.57%	22
2020 Q4	$3.86M	Buy	74,632 +592	+0.8%	+$28.7K	1.46%	20
2020 Q3	$3.26M	Buy	74,040 +296	+0.4%	+$12.9K	1.2%	22
2020 Q2	$3.02M	Hold	73,744	–	–	0.59%	16
2020 Q1	$2.43M	Buy	73,744 +1,300	+2%	+$53.8K	0.51%	21
2019 Q4	$3.23M	Buy	+72,444	New	+$3.11M	0.61%	15

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Southern Wealth Management's VO Position: Q1 2023 in Review

Southern Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 23% in Q1 2023, buying an estimated $480K and bringing the position to 48,728 shares worth $2.57M. The position accounts for 1% of the portfolio, ranked #30.

Southern Wealth Management first reported a position in VO in Q4 2019 and has held it in 14 quarters since. The position peaked at $5.22M in Q2 2021. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

Southern Wealth Management held 48,728 shares of Vanguard Mid-Cap ETF worth $2.57M as of Q1 2023.
Southern Wealth Management bought 9,020 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $480K.
Vanguard Mid-Cap ETF made up 1% of Southern Wealth Management's portfolio in Q1 2023, its #30 holding.
Southern Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 14 quarters since.
Southern Wealth Management's Vanguard Mid-Cap ETF position peaked at $5.22M in Q2 2021.
1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.