Aspire Private Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Aspire Private Capital’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	-52	Closed	-$3.43K	–	620
2024 Q3	$3.43K	Hold	52	–	–	﹤0.01%	505
2024 Q2	$3.15K	Hold	52	–	–	﹤0.01%	519
2024 Q1	$3.25K	Hold	52	–	–	﹤0.01%	535
2023 Q4	$3.02K	Hold	52	–	–	﹤0.01%	523
2023 Q3	$2.71K	Hold	52	–	–	﹤0.01%	541
2023 Q2	$2.86K	Hold	52	–	–	﹤0.01%	510
2023 Q1	$2.74K	Hold	52	–	–	﹤0.01%	510
2022 Q4	$2.65K	Hold	52	–	–	﹤0.01%	501
2022 Q3	$2K	Hold	52	–	–	﹤0.01%	534
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	474
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	473
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	493
2021 Q3	$3K	Hold	52	–	–	﹤0.01%	465
2021 Q2	$3K	Sell	52 -44	-46%	-$2.55K	﹤0.01%	471
2021 Q1	$5K	Sell	96 -136	-59%	-$7.38K	﹤0.01%	396
2020 Q4	$12K	Sell	232 -36	-13%	-$1.74K	﹤0.01%	263
2020 Q3	$12K	Buy	268 +52	+24%	+$2.27K	﹤0.01%	268
2020 Q2	$9K	Hold	216	–	–	﹤0.01%	215
2020 Q1	$7K	Sell	216 -40	-16%	-$1.66K	﹤0.01%	171
2019 Q4	$11K	Sell	256 -220	-46%	-$9.45K	﹤0.01%	263
2019 Q3	$20K	Buy	+476	New	+$19.9K	0.01%	225
2019 Q1	–	Sell	-600	Closed	-$21K	–	606
2018 Q4	$21K	Buy	+600	New	+$22.5K	0.01%	262

Other funds holding VO

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Aspire Private Capital's VO Position: Q4 2024 in Review

Aspire Private Capital sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 52 shares — an estimated $3.43K sold.

Aspire Private Capital first reported a position in VO in Q4 2018 and held it in 22 quarters. The position peaked at $21K in Q4 2018. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Aspire Private Capital reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 52 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $3.43K.
Aspire Private Capital first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 22 quarters.
Aspire Private Capital's Vanguard Mid-Cap ETF position peaked at $21K in Q4 2018.
2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.