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

FinTrust Capital 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 Q3	$62.6K	Buy	948 +496	+110%	+$31.1K	0.01%	519
2024 Q2	$27.4K	Buy	452 +12	+3%	+$729	0.01%	693
2024 Q1	$27.5K	Buy	440 +52	+13%	+$3.07K	0.01%	677
2023 Q4	$22.6K	Buy	388 +28	+8%	+$1.5K	﹤0.01%	671
2023 Q3	$18.7K	Hold	360	–	–	﹤0.01%	669
2023 Q2	$18.3K	Hold	360	–	–	﹤0.01%	669
2023 Q1	$18.3K	Hold	360	–	–	﹤0.01%	667
2022 Q4	$18.3K	Hold	360	–	–	﹤0.01%	664
2022 Q3	$18K	Buy	360 +188	+109%	+$9.82K	﹤0.01%	747
2022 Q2	$9K	Buy	+172	New	+$9.29K	﹤0.01%	928
2021 Q1	–	Sell	-248	Closed	-$13K	–	1177
2020 Q4	$13K	Buy	248 +224	+933%	+$10.8K	﹤0.01%	781
2020 Q3	$1	Hold	24	–	–	﹤0.01%	1116
2020 Q2	$1K	Sell	24 -1,744	-99%	-$66.8K	﹤0.01%	1036
2020 Q1	$58K	Sell	1,768 -212	-11%	-$8.78K	0.03%	400
2019 Q4	$88K	Hold	1,980	–	–	0.04%	343
2019 Q3	$83K	Buy	1,980 +720	+57%	+$30.1K	0.03%	359
2019 Q2	$53K	Buy	1,260 +212	+20%	+$8.68K	0.02%	403
2019 Q1	$42K	Hold	1,048	–	–	0.02%	425
2018 Q4	$36K	Buy	+1,048	New	+$39.3K	0.02%	454

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

FinTrust Capital Advisors's VO Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 110% in Q3 2024, buying an estimated $31.1K and bringing the position to 948 shares worth $62.6K. The position accounts for 0.01% of the portfolio, ranked #519.

FinTrust Capital Advisors first reported a position in VO in Q4 2018 and has held it in 19 quarters since. The position peaked at $88K in Q4 2019. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

FinTrust Capital Advisors held 948 shares of Vanguard Mid-Cap ETF worth $62.6K as of Q3 2024.
FinTrust Capital Advisors bought 496 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $31.1K.
Vanguard Mid-Cap ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #519 holding.
FinTrust Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 19 quarters since.
FinTrust Capital Advisors's Vanguard Mid-Cap ETF position peaked at $88K in Q4 2019.
1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.