Sunesis Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sunesis Advisors’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	–	Sell	-4,484	Closed	-$221K	–	42
2022 Q2	$221K	Hold	4,484	–	–	0.14%	39
2022 Q1	$267K	Hold	4,484	–	–	0.15%	40
2021 Q4	$286K	Hold	4,484	–	–	0.21%	30
2021 Q3	$265K	Hold	4,484	–	–	0.2%	28
2021 Q2	$266K	Hold	4,484	–	–	0.2%	30
2021 Q1	$248K	Sell	4,484 -3,636	-45%	-$197K	0.2%	30
2020 Q4	$420K	Hold	8,120	–	–	0.34%	26
2020 Q3	$358K	Hold	8,120	–	–	0.32%	28
2020 Q2	$333K	Hold	8,120	–	–	0.31%	27
2020 Q1	$267K	Hold	8,120	–	–	0.27%	30
2019 Q4	$362K	Hold	8,120	–	–	0.33%	27
2019 Q3	$340K	Hold	8,120	–	–	0.35%	26
2019 Q2	$339K	Hold	8,120	–	–	0.36%	26
2019 Q1	$326K	Hold	8,120	–	–	0.33%	27
2018 Q4	$281K	Hold	8,120	–	–	0.31%	25
2018 Q3	$333K	Hold	8,120	–	–	0.34%	22
2018 Q2	$320K	Buy	+8,120	New	+$319K	0.39%	18

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

Sunesis Advisors's VO Position: Q3 2022 in Review

Sunesis Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2022, closing a stake of 4,484 shares — an estimated $221K sold.

Sunesis Advisors first reported a position in VO in Q2 2018 and held it in 17 quarters. The position peaked at $420K in Q4 2020. 1,499 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Sunesis Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Sunesis Advisors sold 4,484 Vanguard Morningstar Mid-Cap ETF shares in Q3 2022, an estimated $221K.
Sunesis Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and held it in 17 quarters.
Sunesis Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $420K in Q4 2020.
1,499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2022.

Based on Sunesis Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.