True Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$372K Buy
7,064
+136
+2% +$7.24K 0.26% 74
2022
Q4
$353K Buy
+6,928
New +$353K 0.29% 77

Other funds holding VO

True Capital Management's VO Position: Q1 2023 in Review

True Capital Management increased its Vanguard Mid-Cap ETF (VO) stake by 2% in Q1 2023, buying an estimated $7.24K and bringing the position to 7,064 shares worth $372K. The position accounts for 0.26% of the portfolio, ranked #74.

True Capital Management first reported a position in VO in Q4 2022 and has held it in 2 quarters since. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

  • True Capital Management held 7,064 shares of Vanguard Mid-Cap ETF worth $372K as of Q1 2023.
  • True Capital Management bought 136 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $7.24K.
  • Vanguard Mid-Cap ETF made up 0.26% of True Capital Management's portfolio in Q1 2023, its #74 holding.
  • True Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.