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

Sutton Wealth 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
2023 Q3	$826K	Sell	15,860 -364	-2%	-$20K	0.41%	46
2023 Q2	$893K	Sell	16,224 -1,428	-8%	-$74.9K	0.43%	45
2023 Q1	$931K	Sell	17,652 -2,956	-14%	-$157K	0.5%	36
2022 Q4	$1.05M	Sell	20,608 -1,380	-6%	-$70.3K	0.4%	42
2022 Q3	$1.03M	Sell	21,988 -24	-0.1%	-$1.25K	0.42%	44
2022 Q2	$1.08M	Buy	22,012 +200	+0.9%	+$10.8K	0.43%	44
2022 Q1	$1.3M	Buy	21,812 +1,448	+7%	+$85K	0.45%	45
2021 Q4	$1.3M	Buy	20,364 +3,516	+21%	+$220K	0.43%	43
2021 Q3	$997K	Buy	16,848 +748	+5%	+$45.2K	0.37%	47
2021 Q2	$955K	Buy	16,100 +4,468	+38%	+$259K	0.35%	49
2021 Q1	$644K	Buy	11,632 +3,724	+47%	+$202K	0.25%	68
2020 Q4	$409K	Buy	7,908 +444	+6%	+$21.5K	0.17%	96
2020 Q3	$329K	Buy	7,464 +832	+13%	+$36.3K	0.16%	105
2020 Q2	$272K	Buy	6,632 +3,224	+95%	+$123K	0.14%	111
2020 Q1	$112K	Buy	+3,408	New	+$141K	0.07%	180

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sutton Wealth Advisors's VO Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q3 2023, selling an estimated $20K and leaving 15,860 shares worth $826K. The position accounts for 0.41% of the portfolio, ranked #46.

Sutton Wealth Advisors first reported a position in VO in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.3M in Q4 2021. 1,650 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Sutton Wealth Advisors held 15,860 shares of Vanguard Morningstar Mid-Cap ETF worth $826K as of Q3 2023.
Sutton Wealth Advisors sold 364 Vanguard Morningstar Mid-Cap ETF shares in Q3 2023, an estimated $20K.
Vanguard Morningstar Mid-Cap ETF made up 0.41% of Sutton Wealth Advisors's portfolio in Q3 2023, its #46 holding.
Sutton Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 15 quarters since.
Sutton Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.3M in Q4 2021.
1,650 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.