Baldwin Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Baldwin Wealth Partners’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 Q2	–	Sell	-12	Closed	-$750	–	823
2024 Q1	$750	Sell	12 -80	-87%	-$4.73K	﹤0.01%	664
2023 Q4	$5.35K	Hold	92	–	–	﹤0.01%	618
2023 Q3	$4.79K	Hold	92	–	–	﹤0.01%	631
2023 Q2	$5.06K	Hold	92	–	–	﹤0.01%	647
2023 Q1	$4.85K	Hold	92	–	–	﹤0.01%	674
2022 Q4	$4.69K	Hold	92	–	–	﹤0.01%	663
2022 Q3	$4K	Sell	92 -80	-47%	-$4.18K	﹤0.01%	584
2022 Q2	$8K	Hold	172	–	–	﹤0.01%	557
2022 Q1	$10K	Buy	172 +80	+87%	+$4.69K	﹤0.01%	543
2021 Q4	$6K	Hold	92	–	–	﹤0.01%	547
2021 Q3	$5K	Buy	92 +80	+667%	+$4.83K	﹤0.01%	577
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	652
2021 Q1	$1K	Buy	+12	New	+$651	﹤0.01%	618
2016 Q4	–	Sell	-164	Closed	-$5K	–	535
2016 Q3	$5K	Buy	+164	New	+$5.26K	﹤0.01%	492

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baldwin Wealth Partners's VO Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2024, closing a stake of 12 shares — an estimated $750 sold.

Baldwin Wealth Partners first reported a position in VO in Q3 2016 and held it in 14 quarters. The position peaked at $10K in Q1 2022. 1,886 funds tracked by Wall St. Rank hold VO as of Q2 2024.

Baldwin Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 12 Vanguard Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $750.
Baldwin Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2016 and held it in 14 quarters.
Baldwin Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $10K in Q1 2022.
1,886 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.