Woodward Diversified Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Woodward Diversified Capital’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	-6,076	Closed	-$286K	–	148
2022 Q3	$286K	Sell	6,076 -16	-0.3%	-$836	0.24%	97
2022 Q2	$300K	Sell	6,092 -8	-0.1%	-$432	0.23%	103
2022 Q1	$363K	Sell	6,100 -64	-1%	-$3.75K	0.24%	105
2021 Q4	$393K	Hold	6,164	–	–	0.23%	111
2021 Q3	$365K	Hold	6,164	–	–	0.23%	113
2021 Q2	$366K	Hold	6,164	–	–	0.21%	116
2021 Q1	$341K	Sell	6,164 -320	-5%	-$17.4K	0.2%	118
2020 Q4	$335K	Buy	+6,484	New	+$314K	0.22%	105

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Woodward Diversified Capital's VO Position: Q4 2022 in Review

Woodward Diversified Capital sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 6,076 shares — an estimated $286K sold.

Woodward Diversified Capital first reported a position in VO in Q4 2020 and held it in 8 quarters. The position peaked at $393K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Woodward Diversified Capital reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Woodward Diversified Capital sold 6,076 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $286K.
Woodward Diversified Capital first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Woodward Diversified Capital's Vanguard Mid-Cap ETF position peaked at $393K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Woodward Diversified Capital's 13F filing for Q4 2022, filed 7 Feb 2023.