Balanced Wealth Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Balanced Wealth Group’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	$264K	Buy	3,672 +28	+0.8%	+$2.08K	0.09%	67
2025 Q4	$267K	Buy	3,644 +208	+6%	+$15.1K	0.1%	68
2025 Q3	$242K	Sell	3,436 -192	-5%	-$13.8K	0.11%	67
2025 Q2	$260K	Sell	3,628 -2,028	-36%	-$133K	0.11%	66
2025 Q1	$366K	Sell	5,656 -652	-10%	-$43.8K	0.18%	51
2024 Q4	$435K	Sell	6,308 -884	-12%	-$60K	0.2%	47
2024 Q3	$474K	Sell	7,192 -2,284	-24%	-$143K	0.21%	47
2024 Q2	$569K	Sell	9,476 -2,976	-24%	-$181K	0.26%	41
2024 Q1	$764K	Sell	12,452 -11,008	-47%	-$651K	0.34%	33
2023 Q4	$1.36M	Buy	+23,460	New	+$1.25M	0.71%	25

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