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

Cedar 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 		– Sell
-3,984
Closed -$263K – 255
2024
Q3 		$263K Buy
3,984
+200
+5% +$12.6K 0.08% 90
2024
Q2 		$229K Sell
3,784
-220
-5% -$13.4K 0.07% 98
2024
Q1 		$250K Buy
4,004
+40
+1% +$2.36K 0.08% 101
2023
Q4 		$231K Sell
3,964
-1,360
-26% -$72.7K 0.08% 101
2023
Q3 		$277K Buy
5,324
+356
+7% +$19.5K 0.11% 89
2023
Q2 		$273K Sell
4,968
-188
-4% -$9.86K 0.11% 87
2023
Q1 		$272K Sell
5,156
-940
-15% -$50K 0.11% 84
2022
Q4 		$311K Sell
6,096
-1,720
-22% -$87.6K 0.15% 72
2022
Q3 		$367K Buy
7,816
+496
+7% +$25.9K 0.18% 77
2022
Q2 		$360K Sell
7,320
-112
-2% -$6.05K 0.16% 79
2022
Q1 		$442K Sell
7,432
-1,144
-13% -$67.1K 0.18% 79
2021
Q4 		$546K Buy
8,576
+3,788
+79% +$237K 0.22% 77
2021
Q3 		$283K Sell
4,788
-140
-3% -$8.46K 0.13% 93
2021
Q2 		$292K Buy
4,928
+1,780
+57% +$103K 0.13% 91
2021
Q1 		$174K Sell
3,148
-476
-13% -$25.8K 0.09% 102
2020
Q4 		$187K Hold
3,624
– – 0.1% 93
2020
Q3 		$160K Buy
3,624
+312
+9% +$13.6K 0.1% 94
2020
Q2 		$136K Sell
3,312
-2,700
-45% -$103K 0.09% 95
2020
Q1 		$198K Buy
6,012
+5,688
+1,756% +$236K 0.13% 77
2019
Q4 		$14K Sell
324
-28
-8% -$1.2K 0.01% 136
2019
Q3 		$15K Hold
352
– – 0.01% 124
2019
Q2 		$15K Buy
+352
New +$14.4K 0.01% 142

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

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

Cedar Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 3,984 shares — an estimated $263K sold.

Cedar Wealth Management first reported a position in VO in Q2 2019 and held it in 22 quarters. The position peaked at $546K in Q4 2021. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Cedar Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 3,984 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $263K.
  • Cedar Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 22 quarters.
  • Cedar Wealth Management's Vanguard Mid-Cap ETF position peaked at $546K in Q4 2021.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.