49 Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

49 Wealth 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
2024 Q4	–	Sell	-10,088	Closed	-$665K	–	192
2024 Q3	$665K	Buy	10,088 +652	+7%	+$40.9K	0.11%	71
2024 Q2	$567K	Sell	9,436 -220	-2%	-$13.4K	0.11%	80
2024 Q1	$599K	Hold	9,656	–	–	0.13%	50
2023 Q4	$562K	Buy	+9,656	New	+$516K	0.14%	49

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

49 Wealth Management's VO Position: Q4 2024 in Review

49 Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 10,088 shares — an estimated $665K sold.

49 Wealth Management first reported a position in VO in Q4 2023 and held it in 4 quarters. The position peaked at $665K in Q3 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

49 Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
49 Wealth Management sold 10,088 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $665K.
49 Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 4 quarters.
49 Wealth Management's Vanguard Mid-Cap ETF position peaked at $665K in Q3 2024.
2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on 49 Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.