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Fernwood Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-196
Closed -$12.2K – 671
2024
Q1 		$12.2K Buy
+196
New +$11.6K ﹤0.01% 537

Other funds holding VO

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Bank of America
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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

Fernwood Investment Management's VO Position: Q2 2024 in Review

Fernwood Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 196 shares — an estimated $12.2K sold.

Fernwood Investment Management first reported a position in VO in Q1 2024 and held it in 1 quarter. The position peaked at $12.2K in Q1 2024. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Fernwood Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 196 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $12.2K.
  • Fernwood Investment Management first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Vanguard Mid-Cap ETF position peaked at $12.2K in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.