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

Truvestments Capital’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	-308	Closed	-$17K	–	720
2023 Q2	$17K	Hold	308	–	–	0.01%	395
2023 Q1	$16.2K	Buy	308 +288	+1,440%	+$15.3K	0.01%	392
2022 Q4	$1.04K	Buy	+20	New	+$1.02K	﹤0.01%	820
2020 Q1	–	Sell	-59,460	Closed	-$2.65M	–	553
2019 Q4	$2.65M	Sell	59,460 -2,000	-3%	-$85.9K	1.83%	13
2019 Q3	$2.58M	Sell	61,460 -2,800	-4%	-$117K	1.68%	13
2019 Q2	$2.69M	Sell	64,260 -2,732	-4%	-$112K	1.81%	9
2019 Q1	$2.69M	Buy	+66,992	New	+$2.58M	2.07%	9
2018 Q3	$3.39M	Sell	82,640 -3,652	-4%	-$149K	1.63%	11
2018 Q2	$3.4M	Buy	+86,292	New	+$3.39M	2.14%	8

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

Truvestments Capital's VO Position: Q3 2023 in Review

Truvestments Capital sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 308 shares — an estimated $17K sold.

Truvestments Capital first reported a position in VO in Q2 2018 and held it in 9 quarters. The position peaked at $3.4M in Q2 2018. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Truvestments Capital reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Truvestments Capital sold 308 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $17K.
Truvestments Capital first reported a position in Vanguard Mid-Cap ETF in Q2 2018 and held it in 9 quarters.
Truvestments Capital's Vanguard Mid-Cap ETF position peaked at $3.4M in Q2 2018.
1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Truvestments Capital's 13F filing for Q3 2023, filed 13 Nov 2023.