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Stableford Capital II’s Vanguard Mid-Cap ETF VO Stock Holding History

Stableford Capital II’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
Q2 		– Sell
-22,004
Closed -$1.12M – 149
2023
Q1 		$1.12M Buy
+22,004
New +$1.17M 0.8% 21

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stableford Capital II's VO Position: Q2 2023 in Review

Stableford Capital II sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 22,004 shares — an estimated $1.12M sold.

Stableford Capital II first reported a position in VO in Q1 2023 and held it in 1 quarter. The position peaked at $1.12M in Q1 2023. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

  • Stableford Capital II reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Stableford Capital II sold 22,004 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $1.12M.
  • Stableford Capital II first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Stableford Capital II's Vanguard Mid-Cap ETF position peaked at $1.12M in Q1 2023.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Stableford Capital II's 13F filing for Q2 2023, filed 11 Aug 2023.