All Season Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

All Season Financial 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 Q3	$263K	Buy	3,992 +128	+3%	+$8.04K	0.22%	83
2024 Q2	$234K	Sell	3,864 -420	-10%	-$25.5K	0.21%	85
2024 Q1	$268K	Sell	4,284 -192	-4%	-$11.3K	0.22%	95
2023 Q4	$260K	Sell	4,476 -500	-10%	-$26.7K	0.22%	92
2023 Q3	$259K	Sell	4,976 -920	-16%	-$50.5K	0.26%	82
2023 Q2	$325K	Buy	5,896 +64	+1%	+$3.35K	0.29%	83
2023 Q1	$308K	Buy	5,832 +104	+2%	+$5.53K	0.28%	91
2022 Q4	$292K	Buy	+5,728	New	+$292K	0.26%	100

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

All Season Financial Advisors's VO Position: Q3 2024 in Review

All Season Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 3.3% in Q3 2024, buying an estimated $8.04K and bringing the position to 3,992 shares worth $263K. The position accounts for 0.22% of the portfolio, ranked #83.

All Season Financial Advisors first reported a position in VO in Q4 2022 and has held it in 8 quarters since. The position peaked at $325K in Q2 2023. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

All Season Financial Advisors held 3,992 shares of Vanguard Mid-Cap ETF worth $263K as of Q3 2024.
All Season Financial Advisors bought 128 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $8.04K.
Vanguard Mid-Cap ETF made up 0.22% of All Season Financial Advisors's portfolio in Q3 2024, its #83 holding.
All Season Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
All Season Financial Advisors's Vanguard Mid-Cap ETF position peaked at $325K in Q2 2023.
1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.