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

Alaska 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
2024
Q2 		– Sell
-8
Closed -$500 – 129
2024
Q1 		$500 Buy
+8
New +$473 ﹤0.01% 112
2023
Q4 		– Sell
-288
Closed -$15K – 133
2023
Q3 		$15K Buy
+288
New +$15.8K ﹤0.01% 93

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Alaska Wealth Advisors's VO Position: Q2 2024 in Review

Alaska Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 8 shares — an estimated $500 sold.

Alaska Wealth Advisors first reported a position in VO in Q3 2023 and held it in 2 quarters. The position peaked at $15K in Q3 2023. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Alaska Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Alaska Wealth Advisors sold 8 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $500.
  • Alaska Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and held it in 2 quarters.
  • Alaska Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $15K in Q3 2023.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Alaska Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.