Aspire Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Aspire Wealth Management’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	$939K	Sell	14,232 -2,152	-13%	-$135K	0.51%	43
2024 Q2	$992K	Sell	16,384 -892	-5%	-$54.2K	0.57%	38
2024 Q1	$1.08M	Sell	17,276 -132	-0.8%	-$7.8K	0.65%	33
2023 Q4	$1.01M	Sell	17,408 -192	-1%	-$10.3K	0.69%	32
2023 Q3	$916K	Sell	17,600 -84	-0.5%	-$4.61K	0.7%	34
2023 Q2	$973K	Buy	17,684 +4	+0%	+$210	0.74%	30
2023 Q1	$932K	Buy	17,680 +400	+2%	+$21.3K	0.76%	29
2022 Q4	$880K	Sell	17,280 -796	-4%	-$40.5K	0.77%	31
2022 Q3	$849K	Buy	18,076 +244	+1%	+$12.8K	0.8%	32
2022 Q2	$878K	Sell	17,832 -676	-4%	-$36.5K	0.81%	28
2022 Q1	$1.1M	Buy	18,508 +1,480	+9%	+$86.8K	0.87%	26
2021 Q4	$1.08M	Buy	+17,028	New	+$1.07M	0.88%	31

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

Aspire Wealth Management's VO Position: Q3 2024 in Review

Aspire Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 13% in Q3 2024, selling an estimated $135K and leaving 14,232 shares worth $939K. The position accounts for 0.51% of the portfolio, ranked #43.

Aspire Wealth Management first reported a position in VO in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.1M in Q1 2022. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

Aspire Wealth Management held 14,232 shares of Vanguard Mid-Cap ETF worth $939K as of Q3 2024.
Aspire Wealth Management sold 2,152 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $135K.
Vanguard Mid-Cap ETF made up 0.51% of Aspire Wealth Management's portfolio in Q3 2024, its #43 holding.
Aspire Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.1M in Q1 2022.
1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.