VF
MOHR

VitalStone Financial’s Mohr Growth ETF MOHR Stock Holding History

VitalStone Financial’s Portfolio MOHR Stock Details MOHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,410
Closed -$36K – 1075
2023
Q1 		$36K Buy
+1,410
New +$27.4K 0.03% 131

Other funds holding MOHR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VitalStone Financial's MOHR Position: Q2 2023 in Review

VitalStone Financial sold out of Mohr Growth ETF (MOHR) in Q2 2023, closing a stake of 1,410 shares — an estimated $36K sold.

VitalStone Financial first reported a position in MOHR in Q1 2023 and held it in 1 quarter. The position peaked at $36K in Q1 2023. 6 funds tracked by Wall St. Rank hold MOHR as of Q2 2023.

  • VitalStone Financial reported no remaining Mohr Growth ETF position as of Q2 2023 after selling out during the quarter.
  • VitalStone Financial sold 1,410 Mohr Growth ETF shares in Q2 2023, an estimated $36K.
  • VitalStone Financial first reported a position in Mohr Growth ETF in Q1 2023 and held it in 1 quarter.
  • VitalStone Financial's Mohr Growth ETF position peaked at $36K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Mohr Growth ETF as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.