Verity Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Verity Asset 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
2021 Q4	–	Sell	-5,788	Closed	-$343K	–	218
2021 Q3	$343K	Buy	+5,788	New	+$350K	0.22%	120

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Verity Asset Management's VO Position: Q4 2021 in Review

Verity Asset Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2021, closing a stake of 5,788 shares — an estimated $343K sold.

Verity Asset Management first reported a position in VO in Q3 2021 and held it in 1 quarter. The position peaked at $343K in Q3 2021. 1,578 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Verity Asset Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Verity Asset Management sold 5,788 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $343K.
Verity Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and held it in 1 quarter.
Verity Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $343K in Q3 2021.
1,578 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

Based on Verity Asset Management's 13F filing for Q4 2021, filed 8 Feb 2022.