9WM
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9258 Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

9258 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
Q3 		$2.47M Sell
37,404
-716
-2% -$45K 0.36% 52
2024
Q2 		$2.31M Sell
38,120
-5,596
-13% -$340K 0.36% 55
2024
Q1 		$2.73M Buy
43,716
+584
+1% +$34.5K 0.43% 48
2023
Q4 		$2.51M Sell
43,132
-6,620
-13% -$354K 0.44% 50
2023
Q3 		$2.59M Sell
49,752
-18,116
-27% -$994K 0.5% 44
2023
Q2 		$3.74M Sell
67,868
-63,520
-48% -$3.33M 0.7% 30
2023
Q1 		$6.93M Buy
131,388
+9,368
+8% +$498K 1.4% 21
2022
Q4 		$6.22M Buy
122,020
+30,040
+33% +$1.53M 1.35% 19
2022
Q3 		$4.32M Buy
91,980
+43,124
+88% +$2.25M 1.11% 19
2022
Q2 		$2.41M Buy
48,856
+36,240
+287% +$1.96M 0.62% 36
2022
Q1 		$750K Buy
12,616
+5,348
+74% +$314K 0.17% 144
2021
Q4 		$463K Buy
7,268
+1,048
+17% +$65.7K 0.11% 207
2021
Q3 		$368K Hold
6,220
– – 0.1% 220
2021
Q2 		$369K Buy
6,220
+700
+13% +$40.6K 0.1% 218
2021
Q1 		$305K Hold
5,520
– – 0.09% 244
2020
Q4 		$285K Sell
5,520
-116
-2% -$5.62K 0.09% 236
2020
Q3 		$248K Sell
5,636
-1,200
-18% -$52.3K 0.09% 233
2020
Q2 		$280K Hold
6,836
– – 0.11% 213
2020
Q1 		$255K Sell
6,836
-800
-10% -$33.1K 0.11% 210
2019
Q4 		$340K Buy
+7,636
New +$328K 0.12% 202

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

9258 Wealth Management's VO Position: Q3 2024 in Review

9258 Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 1.9% in Q3 2024, selling an estimated $45K and leaving 37,404 shares worth $2.47M. The position accounts for 0.36% of the portfolio, ranked #52.

9258 Wealth Management first reported a position in VO in Q4 2019 and has held it in 20 quarters since. The position peaked at $6.93M in Q1 2023. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • 9258 Wealth Management held 37,404 shares of Vanguard Mid-Cap ETF worth $2.47M as of Q3 2024.
  • 9258 Wealth Management sold 716 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $45K.
  • Vanguard Mid-Cap ETF made up 0.36% of 9258 Wealth Management's portfolio in Q3 2024, its #52 holding.
  • 9258 Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's Vanguard Mid-Cap ETF position peaked at $6.93M in Q1 2023.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.