Tru Independence Asset Management 2’s Vanguard Mid-Cap ETF VO Stock Holding History

Tru Independence Asset Management 2’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 Q1	–	Sell	-54,072	Closed	-$3.44M	–	139
2021 Q4	$3.44M	Buy	+54,072	New	+$3.39M	1.83%	15
2021 Q1	–	Sell	-200	Closed	-$10K	–	406
2020 Q4	$10K	Buy	+200	New	+$9.68K	0.01%	315

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Tru Independence Asset Management 2's VO Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 54,072 shares — an estimated $3.44M sold.

Tru Independence Asset Management 2 first reported a position in VO in Q4 2020 and held it in 2 quarters. The position peaked at $3.44M in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 54,072 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $3.44M.
Tru Independence Asset Management 2 first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 2 quarters.
Tru Independence Asset Management 2's Vanguard Mid-Cap ETF position peaked at $3.44M in Q4 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.