Strategic Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Strategic Asset 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
2022 Q3	$345K	Sell	7,340 -72	-1%	-$3.76K	0.6%	33
2022 Q2	$365K	Buy	7,412 +20	+0.3%	+$1.08K	0.59%	32
2022 Q1	$440K	Sell	7,392 -68	-0.9%	-$3.99K	0.62%	30
2021 Q4	$475K	Sell	7,460 -680	-8%	-$42.6K	0.66%	30
2021 Q3	$493K	Buy	+8,140	New	+$492K	0.69%	28

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Asset Management's VO Position: Q3 2022 in Review

Strategic Asset Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.97% in Q3 2022, selling an estimated $3.76K and leaving 7,340 shares worth $345K. The position accounts for 0.6% of the portfolio, ranked #33.

Strategic Asset Management first reported a position in VO in Q3 2021 and has held it in 5 quarters since. The position peaked at $493K in Q3 2021. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Strategic Asset Management held 7,340 shares of Vanguard Mid-Cap ETF worth $345K as of Q3 2022.
Strategic Asset Management sold 72 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $3.76K.
Vanguard Mid-Cap ETF made up 0.6% of Strategic Asset Management's portfolio in Q3 2022, its #33 holding.
Strategic Asset Management first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Vanguard Mid-Cap ETF position peaked at $493K in Q3 2021.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.