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

Sowa 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
2021
Q1 		– Sell
-340
Closed -$18K – 218
2020
Q4 		$18K Hold
340
– – 0.01% 199
2020
Q3 		$15K Hold
340
– – 0.01% 201
2020
Q2 		$14K Hold
340
– – 0.01% 203
2020
Q1 		$11K Hold
340
– – 0.01% 203
2019
Q4 		$15K Buy
+340
New +$14.6K 0.01% 197

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sowa Financial Group's VO Position: Q1 2021 in Review

Sowa Financial Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2021, closing a stake of 340 shares — an estimated $18K sold.

Sowa Financial Group first reported a position in VO in Q4 2019 and held it in 5 quarters. The position peaked at $18K in Q4 2020. 1,272 funds tracked by Wall St. Rank hold VO as of Q1 2021.

  • Sowa Financial Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 340 Vanguard Mid-Cap ETF shares in Q1 2021, an estimated $18K.
  • Sowa Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Vanguard Mid-Cap ETF position peaked at $18K in Q4 2020.
  • 1,272 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.