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Christensen King & Associates Investment Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Christensen King & Associates Investment Services’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
-3,112
Closed -$205K – 98
2024
Q3 		$205K Buy
+3,112
New +$195K 0.1% 98

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Morgan Stanley
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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

Christensen King & Associates Investment Services's VO Position: Q4 2024 in Review

Christensen King & Associates Investment Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2024, closing a stake of 3,112 shares — an estimated $205K sold.

Christensen King & Associates Investment Services first reported a position in VO in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Christensen King & Associates Investment Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Christensen King & Associates Investment Services sold 3,112 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $205K.
  • Christensen King & Associates Investment Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Christensen King & Associates Investment Services's Vanguard Morningstar Mid-Cap ETF position peaked at $205K in Q3 2024.
  • 2,137 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Christensen King & Associates Investment Services's 13F filing for Q4 2024, filed 13 Jan 2025.