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Bell Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bell Investment Advisors’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 		$101K Hold
1,408
– – 0.02% 172
2025
Q4 		$102K Hold
1,408
– – 0.02% 167
2025
Q3 		$103K Hold
1,408
– – 0.02% 156
2025
Q2 		$98.5K Sell
1,408
-312
-18% -$20.5K 0.02% 162
2025
Q1 		$111K Hold
1,720
– – 0.02% 134
2024
Q4 		$113K Hold
1,720
– – 0.02% 138
2024
Q3 		$113K Sell
1,720
-80
-4% -$5.02K 0.02% 136
2024
Q2 		$109K Sell
1,800
-44
-2% -$2.67K 0.02% 135
2024
Q1 		$115K Buy
1,844
+4
+0.2% +$236 0.02% 133
2023
Q4 		$107K Buy
1,840
+4
+0.2% +$214 0.02% 127
2023
Q3 		$95.6K Hold
1,836
– – 0.02% 123
2023
Q2 		$101K Buy
1,836
+4
+0.2% +$210 0.02% 109
2023
Q1 		$96.6K Sell
1,832
-484
-21% -$25.8K 0.02% 101
2022
Q4 		$118K Buy
2,316
+8
+0.3% +$407 0.03% 100
2022
Q3 		$109K Buy
2,308
+4
+0.2% +$209 0.03% 77
2022
Q2 		$113K Buy
+2,304
New +$124K 0.03% 83
2021
Q4 		$156K Sell
2,452
-416
-15% -$26.1K 0.04% 82
2021
Q3 		$170K Buy
+2,868
New +$173K 0.05% 76

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Jones Financial Companies
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return