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Faithward Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Faithward Advisors’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
Q1 		– Sell
-1,356
Closed -$77.9K – 323
2023
Q4 		$77.9K Buy
1,356
+52
+4% +$2.78K 0.02% 185
2023
Q3 		$67.3K Sell
1,304
-200
-13% -$11K 0.02% 179
2023
Q2 		$83K Sell
1,504
-1,020
-40% -$53.5K 0.02% 184
2023
Q1 		$130K Sell
2,524
-5,388
-68% -$287K 0.03% 193
2022
Q4 		$403K Hold
7,912
– – 0.09% 102
2022
Q3 		$372K Sell
7,912
-4,800
-38% -$251K 0.09% 98
2022
Q2 		$626K Sell
12,712
-604
-5% -$32.6K 0.14% 78
2022
Q1 		$792K Sell
13,316
-516
-4% -$30.3K 0.15% 75
2021
Q4 		$881K Sell
13,832
-388
-3% -$24.3K 0.17% 74
2021
Q3 		$841K Hold
14,220
– – 0.16% 80
2021
Q2 		$843K Sell
14,220
-2,880
-17% -$167K 0.17% 67
2021
Q1 		$946K Buy
+17,100
New +$928K 0.21% 75
2020
Q4 		– Sell
-18,768
Closed -$827K – 222
2020
Q3 		$827K Sell
18,768
-1,060
-5% -$46.2K 0.2% 62
2020
Q2 		$813K Sell
19,828
-13,496
-40% -$517K 0.21% 66
2020
Q1 		$1.1M Sell
33,324
-2,284
-6% -$94.6K 0.31% 61
2019
Q4 		$1.59M Sell
35,608
-2,328
-6% -$100K 0.37% 59
2019
Q3 		$1.59M Buy
+37,936
New +$1.59M 0.35% 36

Other funds holding VO

Wells Fargo
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

Faithward Advisors's VO Position: Q1 2024 in Review

Faithward Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2024, closing a stake of 1,356 shares — an estimated $77.9K sold.

Faithward Advisors first reported a position in VO in Q3 2019 and held it in 17 quarters. The position peaked at $1.59M in Q3 2019. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • Faithward Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Faithward Advisors sold 1,356 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $77.9K.
  • Faithward Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2019 and held it in 17 quarters.
  • Faithward Advisors's Vanguard Mid-Cap ETF position peaked at $1.59M in Q3 2019.
  • 1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Faithward Advisors's 13F filing for Q1 2024, filed 15 May 2024.