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Family Legacy Financial Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-668
Closed -$49K – 227
2025
Q3 		$49K Buy
668
+4
+0.6% +$287 0.04% 91
2025
Q2 		$46.5K Buy
+664
New +$43.6K 0.04% 92

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Creative Planning
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Raymond James Financial
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UBS Group
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US Bancorp
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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Family Legacy Financial Solutions's VO Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Vanguard Mid-Cap ETF (VO) in Q4 2025, closing a stake of 668 shares — an estimated $49K sold.

Family Legacy Financial Solutions first reported a position in VO in Q2 2025 and held it in 2 quarters. The position peaked at $49K in Q3 2025. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Vanguard Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 668 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $49K.
  • Family Legacy Financial Solutions first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Vanguard Mid-Cap ETF position peaked at $49K in Q3 2025.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.