Total Clarity Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Total Clarity Wealth 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
2023 Q3	–	Sell	-4,868	Closed	-$268K	–	240
2023 Q2	$268K	Sell	4,868 -732	-13%	-$38.4K	0.13%	169
2023 Q1	$295K	Sell	5,600 -1,224	-18%	-$65.1K	0.16%	128
2022 Q4	$348K	Buy	6,824 +396	+6%	+$20.2K	0.18%	142
2022 Q3	$302K	Buy	6,428 +1,484	+30%	+$77.6K	0.19%	151
2022 Q2	$244K	Buy	4,944 +1,080	+28%	+$58.4K	0.13%	170
2022 Q1	$230K	Sell	3,864 -16,468	-81%	-$966K	0.13%	195
2021 Q4	$1.29M	Sell	20,332 -2,872	-12%	-$180K	0.59%	42
2021 Q3	$1.37M	Sell	23,204 -140	-0.6%	-$8.46K	0.65%	37
2021 Q2	$1.39M	Sell	23,344 -39,160	-63%	-$2.27M	0.77%	38
2021 Q1	$3.46M	Sell	62,504 -17,868	-22%	-$970K	1.99%	6
2020 Q4	$4.16M	Buy	80,372 +464	+0.6%	+$22.5K	2.89%	4
2020 Q3	$3.52M	Sell	79,908 -1,376	-2%	-$60K	3.07%	3
2020 Q2	$3.33M	Buy	+81,284	New	+$3.11M	3.06%	4
2020 Q1	–	Sell	-120	Closed	-$5K	–	608
2019 Q4	$5K	Buy	+120	New	+$5.15K	﹤0.01%	595

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

Total Clarity Wealth Management's VO Position: Q3 2023 in Review

Total Clarity Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 4,868 shares — an estimated $268K sold.

Total Clarity Wealth Management first reported a position in VO in Q4 2019 and held it in 14 quarters. The position peaked at $4.16M in Q4 2020. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Total Clarity Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 4,868 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $268K.
Total Clarity Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 14 quarters.
Total Clarity Wealth Management's Vanguard Mid-Cap ETF position peaked at $4.16M in Q4 2020.
1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Total Clarity Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.