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

Elk River 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
2023 Q4	–	Sell	-3,884	Closed	-$202K	–	112
2023 Q3	$202K	Sell	3,884 -28	-0.7%	-$1.54K	0.04%	101
2023 Q2	$215K	Buy	3,912 +28	+0.7%	+$1.47K	0.05%	104
2023 Q1	$205K	Buy	+3,884	New	+$207K	0.05%	106
2022 Q2	–	Sell	-3,884	Closed	-$231K	–	117
2022 Q1	$231K	Buy	+3,884	New	+$228K	0.05%	114

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elk River Wealth Management's VO Position: Q4 2023 in Review

Elk River Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2023, closing a stake of 3,884 shares — an estimated $202K sold.

Elk River Wealth Management first reported a position in VO in Q1 2022 and held it in 4 quarters. The position peaked at $231K in Q1 2022. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

Elk River Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Elk River Wealth Management sold 3,884 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $202K.
Elk River Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and held it in 4 quarters.
Elk River Wealth Management's Vanguard Mid-Cap ETF position peaked at $231K in Q1 2022.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Elk River Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.