USAdvisors Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

USAdvisors 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 Q2	–	Sell	-28,580	Closed	-$1.51M	–	120
2023 Q1	$1.51M	Buy	28,580 +1,340	+5%	+$71.3K	0.72%	36
2022 Q4	$1.39M	Buy	27,240 +4,604	+20%	+$235K	0.67%	40
2022 Q3	$1.06M	Buy	22,636 +2,332	+11%	+$122K	0.54%	48
2022 Q2	$1M	Buy	20,304 +852	+4%	+$46K	0.5%	49
2022 Q1	$1.16M	Buy	+19,452	New	+$1.14M	0.49%	52

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

USAdvisors Wealth Management's VO Position: Q2 2023 in Review

USAdvisors Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2023, closing a stake of 28,580 shares — an estimated $1.51M sold.

USAdvisors Wealth Management first reported a position in VO in Q1 2022 and held it in 5 quarters. The position peaked at $1.51M in Q1 2023. 1,652 funds tracked by Wall St. Rank hold VO as of Q2 2023.

USAdvisors Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
USAdvisors Wealth Management sold 28,580 Vanguard Morningstar Mid-Cap ETF shares in Q2 2023, an estimated $1.51M.
USAdvisors Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and held it in 5 quarters.
USAdvisors Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.51M in Q1 2023.
1,652 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2023.

Based on USAdvisors Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.