Alley Investment Management Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Alley Investment Management Company’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	–	Sell	-4,744	Closed	-$287K	–	86
2024 Q2	$287K	Sell	4,744 -424	-8%	-$25.8K	0.04%	82
2024 Q1	$323K	Buy	5,168 +12	+0.2%	+$709	0.04%	78
2023 Q4	$300K	Buy	5,156 +16	+0.3%	+$855	0.04%	79
2023 Q3	$268K	Buy	5,140 +8	+0.2%	+$439	0.05%	80
2023 Q2	$283K	Sell	5,132 -416	-7%	-$21.8K	0.05%	80
2023 Q1	$293K	Buy	5,548 +12	+0.2%	+$638	0.05%	79
2022 Q4	$282K	Buy	+5,536	New	+$282K	0.05%	79

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 $445B AUM 25.58% 1-Year Est. Return

Alley Investment Management Company's VO Position: Q3 2024 in Review

Alley Investment Management Company sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2024, closing a stake of 4,744 shares — an estimated $287K sold.

Alley Investment Management Company first reported a position in VO in Q4 2022 and held it in 7 quarters. The position peaked at $323K in Q1 2024. 1,932 funds tracked by Wall St. Rank hold VO as of Q3 2024.

Alley Investment Management Company reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Alley Investment Management Company sold 4,744 Vanguard Morningstar Mid-Cap ETF shares in Q3 2024, an estimated $287K.
Alley Investment Management Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 7 quarters.
Alley Investment Management Company's Vanguard Morningstar Mid-Cap ETF position peaked at $323K in Q1 2024.
1,932 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

Based on Alley Investment Management Company's 13F filing for Q3 2024, filed 13 Nov 2024.