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

DiNuzzo Private 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
2026 Q2	$38.7K	Hold	480	–	–	﹤0.01%	152
2026 Q1	$34.5K	Hold	480	–	–	﹤0.01%	155
2025 Q4	$34.8K	Hold	480	–	–	﹤0.01%	148
2025 Q3	$34.8K	Hold	480	–	–	﹤0.01%	142
2025 Q2	$33.6K	Hold	480	–	–	﹤0.01%	148
2025 Q1	$31K	Hold	480	–	–	﹤0.01%	143
2024 Q4	$31.7K	Hold	480	–	–	﹤0.01%	141
2024 Q3	$31.7K	Sell	480 -100	-17%	-$6.28K	﹤0.01%	150
2024 Q2	$35.1K	Buy	580 +100	+21%	+$6.08K	﹤0.01%	113
2024 Q1	$30K	Hold	480	–	–	﹤0.01%	114
2023 Q4	$27.9K	Buy	+480	New	+$25.6K	﹤0.01%	116

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return