Buffington Mohr McNeal’s Vanguard Mid-Cap ETF VO Stock Holding History

Buffington Mohr McNeal’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	–	Sell	-4,136	Closed	-$241K	–	135
2023 Q4	$241K	Sell	4,136 -328	-7%	-$17.5K	0.05%	119
2023 Q3	$232K	Hold	4,464	–	–	0.05%	115
2023 Q2	$246K	Hold	4,464	–	–	0.05%	114
2023 Q1	$235K	Sell	4,464 -800	-15%	-$42.6K	0.05%	116
2022 Q4	$268K	Sell	5,264 -76	-1%	-$3.87K	0.06%	111
2022 Q3	$251K	Buy	5,340 +328	+7%	+$17.1K	0.06%	112
2022 Q2	$247K	Hold	5,012	–	–	0.05%	117
2022 Q1	$298K	Hold	5,012	–	–	0.06%	112
2021 Q4	$319K	Buy	+5,012	New	+$314K	0.05%	119
2019 Q2	–	Sell	-1,040	Closed	-$42K	–	321
2019 Q1	$42K	Buy	+1,040	New	+$40K	0.01%	198

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

Buffington Mohr McNeal's VO Position: Q1 2024 in Review

Buffington Mohr McNeal sold out of Vanguard Mid-Cap ETF (VO) in Q1 2024, closing a stake of 4,136 shares — an estimated $241K sold.

Buffington Mohr McNeal first reported a position in VO in Q1 2019 and held it in 10 quarters. The position peaked at $319K in Q4 2021. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Buffington Mohr McNeal reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Buffington Mohr McNeal sold 4,136 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $241K.
Buffington Mohr McNeal first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and held it in 10 quarters.
Buffington Mohr McNeal's Vanguard Mid-Cap ETF position peaked at $319K in Q4 2021.
1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Buffington Mohr McNeal's 13F filing for Q1 2024, filed 18 Apr 2024.