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

Avitas 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
Q4 		$445K Sell
6,736
-296
-4% -$20.1K 0.06% 161
2024
Q3 		$464K Buy
7,032
+1,404
+25% +$88.2K 0.07% 166
2024
Q2 		$341K Buy
5,628
+40
+0.7% +$2.43K 0.05% 184
2024
Q1 		$349K Sell
5,588
-52
-0.9% -$3.07K 0.05% 190
2023
Q4 		$328K Buy
5,640
+100
+2% +$5.34K 0.05% 181
2023
Q3 		$288K Buy
+5,540
New +$304K 0.05% 188

Other funds holding VO

Wells Fargo
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

Avitas Wealth Management's VO Position: Q4 2024 in Review

Avitas Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 4.2% in Q4 2024, selling an estimated $20.1K and leaving 6,736 shares worth $445K. The position accounts for 0.06% of the portfolio, ranked #161.

Avitas Wealth Management first reported a position in VO in Q3 2023 and has held it in 6 quarters since. The position peaked at $464K in Q3 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Avitas Wealth Management held 6,736 shares of Vanguard Mid-Cap ETF worth $445K as of Q4 2024.
  • Avitas Wealth Management sold 296 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $20.1K.
  • Vanguard Mid-Cap ETF made up 0.06% of Avitas Wealth Management's portfolio in Q4 2024, its #161 holding.
  • Avitas Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 6 quarters since.
  • Avitas Wealth Management's Vanguard Mid-Cap ETF position peaked at $464K in Q3 2024.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.