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Alpha Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Alpha Financial Partners’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
-8,504
Closed -$561K – 158
2024
Q3 		$561K Buy
+8,504
New +$534K 0.4% 51

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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alpha Financial Partners's VO Position: Q4 2024 in Review

Alpha Financial Partners sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 8,504 shares — an estimated $561K sold.

Alpha Financial Partners first reported a position in VO in Q3 2024 and held it in 1 quarter. The position peaked at $561K in Q3 2024. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Alpha Financial Partners reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 8,504 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $561K.
  • Alpha Financial Partners first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Vanguard Mid-Cap ETF position peaked at $561K in Q3 2024.
  • 2,137 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.