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CoreFirst Bank & Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

CoreFirst Bank & Trust’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
2023
Q3 		– Sell
-640
Closed -$35.2K – 407
2023
Q2 		$35.2K Hold
640
– – 0.02% 247
2023
Q1 		$33.7K Buy
640
+620
+3,100% +$33K 0.02% 246
2022
Q4 		$1.02K Buy
+20
New +$1.02K ﹤0.01% 388

Other funds holding VO

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CoreFirst Bank & Trust's VO Position: Q3 2023 in Review

CoreFirst Bank & Trust sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 640 shares — an estimated $35.2K sold.

CoreFirst Bank & Trust first reported a position in VO in Q4 2022 and held it in 3 quarters. The position peaked at $35.2K in Q2 2023. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

  • CoreFirst Bank & Trust reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 640 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $35.2K.
  • CoreFirst Bank & Trust first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 3 quarters.
  • CoreFirst Bank & Trust's Vanguard Mid-Cap ETF position peaked at $35.2K in Q2 2023.
  • 1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q3 2023, filed 18 Dec 2023.