First Personal Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

First Personal Financial Services’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	$109K	Hold	1,652	–	–	0.02%	155
2024 Q2	$100K	Hold	1,652	–	–	0.02%	155
2024 Q1	$103K	Sell	1,652 -624	-27%	-$36.9K	0.02%	152
2023 Q4	$132K	Hold	2,276	–	–	0.03%	140
2023 Q3	$118K	Hold	2,276	–	–	0.03%	140
2023 Q2	$125K	Hold	2,276	–	–	0.03%	136
2023 Q1	$120K	Sell	2,276 -592	-21%	-$31.5K	0.03%	138
2022 Q4	$146K	Hold	2,868	–	–	0.04%	131
2022 Q3	$135K	Buy	2,868 +1,856	+183%	+$97K	0.04%	126
2022 Q2	$50K	Hold	1,012	–	–	0.01%	170
2022 Q1	$60K	Hold	1,012	–	–	0.01%	175
2021 Q4	$65K	Hold	1,012	–	–	0.01%	176
2021 Q3	$60K	Hold	1,012	–	–	0.01%	179
2021 Q2	$60K	Buy	1,012 +172	+20%	+$9.97K	0.02%	185
2021 Q1	$46K	Hold	840	–	–	0.01%	194
2020 Q4	$43K	Buy	+840	New	+$40.7K	0.01%	198
2020 Q3	–	Sell	-260	Closed	-$11K	–	306
2020 Q2	$11K	Hold	260	–	–	﹤0.01%	259
2020 Q1	$9K	Hold	260	–	–	﹤0.01%	250
2019 Q4	$12K	Sell	260 -400	-61%	-$17.2K	﹤0.01%	276
2019 Q3	$28K	Hold	660	–	–	0.01%	298
2019 Q2	$28K	Buy	660 +260	+65%	+$10.6K	0.01%	364
2019 Q1	$16K	Hold	400	–	–	﹤0.01%	437
2018 Q4	$14K	Hold	400	–	–	﹤0.01%	431
2018 Q3	$16K	Hold	400	–	–	0.01%	438
2018 Q2	$16K	Hold	400	–	–	0.01%	431
2018 Q1	$15K	Sell	400 -48	-11%	-$1.89K	﹤0.01%	697
2017 Q4	$17K	Hold	448	–	–	﹤0.01%	682
2017 Q3	$16K	Buy	448 +48	+12%	+$1.73K	﹤0.01%	624
2017 Q2	$14K	Hold	400	–	–	﹤0.01%	652
2017 Q1	$14K	Hold	400	–	–	﹤0.01%	644
2016 Q4	$13K	Hold	400	–	–	﹤0.01%	653
2016 Q3	$13K	Buy	+400	New	+$12.8K	﹤0.01%	525

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

First Personal Financial Services's VO Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2024 at 1,652 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #155.

First Personal Financial Services first reported a position in VO in Q3 2016 and has held it in 32 quarters since. The position peaked at $146K in Q4 2022. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

First Personal Financial Services held 1,652 shares of Vanguard Mid-Cap ETF worth $109K as of Q3 2024.
First Personal Financial Services left its Vanguard Mid-Cap ETF share count unchanged in Q3 2024.
Vanguard Mid-Cap ETF made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #155 holding.
First Personal Financial Services first reported a position in Vanguard Mid-Cap ETF in Q3 2016 and has held it in 32 quarters since.
First Personal Financial Services's Vanguard Mid-Cap ETF position peaked at $146K in Q4 2022.
1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.