Atlas Private Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Atlas Private 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 Q1	$1.4M	Buy	22,336 +8,936	+67%	+$528K	0.59%	58
2023 Q4	$779K	Sell	13,400 -79,848	-86%	-$4.27M	0.37%	77
2023 Q3	$4.85M	Buy	93,248 +4,984	+6%	+$273K	2.61%	8
2023 Q2	$4.86M	Buy	88,264 +13,344	+18%	+$700K	2.56%	6
2023 Q1	$3.95M	Buy	74,920 +3,160	+4%	+$168K	2.37%	8
2022 Q4	$3.66M	Buy	71,760 +3,400	+5%	+$173K	1.69%	8
2022 Q3	$3.21M	Buy	68,360 +2,104	+3%	+$110K	2.33%	9
2022 Q2	$3.26M	Buy	66,256 +176	+0.3%	+$9.51K	2.23%	10
2022 Q1	$3.93M	Buy	66,080 +2,344	+4%	+$138K	2.28%	8
2021 Q4	$4.06M	Buy	63,736 +928	+1%	+$58.2K	2.26%	10
2021 Q3	$3.72M	Buy	62,808 +2,828	+5%	+$171K	2.27%	9
2021 Q2	$3.56M	Buy	59,980 +6,068	+11%	+$352K	2.2%	9
2021 Q1	$2.98M	Buy	53,912 +41,064	+320%	+$2.23M	1.91%	10
2020 Q4	$664K	Buy	12,848 +11,908	+1,267%	+$577K	0.47%	59
2020 Q3	$41K	Hold	940	–	–	0.03%	199
2020 Q2	$39K	Hold	940	–	–	0.03%	214
2020 Q1	$31K	Hold	940	–	–	0.03%	212
2019 Q4	$42K	Buy	+940	New	+$40.4K	0.03%	218

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Atlas Private Wealth Management's VO Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 67% in Q1 2024, buying an estimated $528K and bringing the position to 22,336 shares worth $1.4M. The position accounts for 0.59% of the portfolio, ranked #58.

Atlas Private Wealth Management first reported a position in VO in Q4 2019 and has held it in 18 quarters since. The position peaked at $4.86M in Q2 2023. 1,862 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Atlas Private Wealth Management held 22,336 shares of Vanguard Morningstar Mid-Cap ETF worth $1.4M as of Q1 2024.
Atlas Private Wealth Management bought 8,936 Vanguard Morningstar Mid-Cap ETF shares in Q1 2024, an estimated $528K.
Vanguard Morningstar Mid-Cap ETF made up 0.59% of Atlas Private Wealth Management's portfolio in Q1 2024, its #58 holding.
Atlas Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 18 quarters since.
Atlas Private Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.86M in Q2 2023.
1,862 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.