WWA
VO icon

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

WCG 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
2022
Q4 		– Sell
-5,840
Closed -$298K – 275
2022
Q3 		$298K Sell
5,840
-2,128
-27% -$111K 0.04% 226
2022
Q2 		$392K Buy
+7,968
New +$431K 0.05% 186

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WCG Wealth Advisors's VO Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 5,840 shares — an estimated $298K sold.

WCG Wealth Advisors first reported a position in VO in Q2 2022 and held it in 2 quarters. The position peaked at $392K in Q2 2022. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 5,840 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $298K.
  • WCG Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $392K in Q2 2022.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.