Ashton Thomas Securities’s Vanguard Mid-Cap ETF VO Stock Holding History

Ashton Thomas Securities’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
2026 Q1	$333K	Sell	4,636 -12	-0.3%	-$892	0.04%	290
2025 Q4	$337K	Sell	4,648 -1,148	-20%	-$83.5K	0.06%	203
2025 Q3	$426K	Sell	5,796 -1,396	-19%	-$100K	0.06%	237
2025 Q2	$503K	Buy	7,192 +116	+2%	+$7.61K	0.12%	169
2025 Q1	$458K	Sell	7,076 -2,156	-23%	-$145K	0.13%	161
2024 Q4	$610K	Buy	9,232 +1,424	+18%	+$96.7K	0.17%	133
2024 Q3	$515K	Buy	7,808 +3,580	+85%	+$225K	0.1%	175
2024 Q2	$256K	Buy	+4,228	New	+$257K	0.06%	206

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return