Ten Capital Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Ten Capital 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 Q2	$4.53M	Sell	82,380 -15,100	-15%	-$792K	1.32%	14
2023 Q1	$5.14M	Buy	97,480 +7,112	+8%	+$378K	1.67%	11
2022 Q4	$4.6M	Buy	90,368 +1,996	+2%	+$102K	1.85%	12
2022 Q3	$4.15M	Buy	88,372 +4,984	+6%	+$260K	1.89%	11
2022 Q2	$4.11M	Buy	83,388 +5,316	+7%	+$287K	1.79%	11
2022 Q1	$4.64M	Buy	78,072 +23,196	+42%	+$1.36M	1.94%	11
2021 Q4	$3.5M	Buy	54,876 +12,308	+29%	+$772K	1.43%	16
2021 Q3	$2.52M	Buy	42,568 +24,160	+131%	+$1.46M	1.18%	16
2021 Q2	$1.09M	Buy	18,408 +9,200	+100%	+$533K	0.25%	74
2021 Q1	$509K	Buy	9,208 +4,940	+116%	+$268K	0.12%	92
2020 Q4	$221K	Buy	+4,268	New	+$207K	0.06%	120

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

Ten Capital Wealth Advisors's VO Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 15% in Q2 2023, selling an estimated $792K and leaving 82,380 shares worth $4.53M. The position accounts for 1.32% of the portfolio, ranked #14.

Ten Capital Wealth Advisors first reported a position in VO in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.14M in Q1 2023. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Ten Capital Wealth Advisors held 82,380 shares of Vanguard Mid-Cap ETF worth $4.53M as of Q2 2023.
Ten Capital Wealth Advisors sold 15,100 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $792K.
Vanguard Mid-Cap ETF made up 1.32% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #14 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $5.14M in Q1 2023.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.