V Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

V Wealth Advisors’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	-12,028	Closed	-$662K	–	365
2023 Q2	$662K	Buy	12,028 +544	+5%	+$28.5K	0.11%	169
2023 Q1	$606K	Buy	11,484 +344	+3%	+$18.3K	0.11%	169
2022 Q4	$568K	Sell	11,140 -440	-4%	-$22.4K	0.12%	175
2022 Q3	$544K	Sell	11,580 -572	-5%	-$29.9K	0.11%	185
2022 Q2	$598K	Buy	12,152 +1,304	+12%	+$70.5K	0.11%	192
2022 Q1	$645K	Buy	10,848 +100	+0.9%	+$5.87K	0.1%	205
2021 Q4	$685K	Buy	10,748 +400	+4%	+$25.1K	0.1%	194
2021 Q3	$613K	Sell	10,348 -4,128	-29%	-$249K	0.09%	223
2021 Q2	$861K	Buy	14,476 +988	+7%	+$57.3K	0.14%	175
2021 Q1	$747K	Sell	13,488 -1,756	-12%	-$95.3K	0.14%	181
2020 Q4	$788K	Buy	15,244 +6,832	+81%	+$331K	0.16%	158
2020 Q3	$371K	Sell	8,412 -5,436	-39%	-$237K	0.26%	102
2020 Q2	$568K	Sell	13,848 -6,300	-31%	-$241K	0.15%	171
2020 Q1	$664K	Buy	20,148 +14,512	+257%	+$601K	0.21%	127
2019 Q4	$236K	Hold	5,636	–	–	0.08%	246
2019 Q3	$236K	Buy	5,636 +368	+7%	+$15.4K	0.08%	246
2019 Q2	$224K	Buy	+5,268	New	+$216K	0.09%	241
2017 Q3	–	Sell	-1,576	Closed	-$56K	–	692
2017 Q2	$56K	Buy	+1,576	New	+$55.7K	0.03%	298
2017 Q1	–	Sell	-23,792	Closed	-$783K	–	206
2016 Q4	$783K	Buy	+23,792	New	+$770K	0.57%	59
2016 Q3	–	Sell	-24,708	Closed	-$767K	–	179
2016 Q2	$767K	Buy	+24,708	New	+$755K	0.63%	57

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

V Wealth Advisors's VO Position: Q3 2023 in Review

V Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 12,028 shares — an estimated $662K sold.

V Wealth Advisors first reported a position in VO in Q2 2016 and held it in 20 quarters. The position peaked at $861K in Q2 2021. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

V Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 12,028 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $662K.
V Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and held it in 20 quarters.
V Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $861K in Q2 2021.
1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.