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

CIC Wealth’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
Q3 		$207K Buy
+3,132
New +$197K 0.05% 167
2024
Q2 		– Sell
-3,392
Closed -$212K – 166
2024
Q1 		$212K Buy
+3,392
New +$200K 0.06% 153
2023
Q4 		– Sell
-6,220
Closed -$324K – 167
2023
Q3 		$324K Sell
6,220
-144
-2% -$7.9K 0.12% 109
2023
Q2 		$350K Sell
6,364
-88
-1% -$4.61K 0.12% 101
2023
Q1 		$340K Hold
6,452
– – 0.13% 107
2022
Q4 		$329K Buy
+6,452
New +$329K 0.14% 110

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return