Fort Pitt Capital Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fort Pitt Capital Group’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	$363K	Hold	5,500	–	–	0.01%	111
2024 Q2	$333K	Hold	5,500	–	–	0.01%	106
2024 Q1	$344K	Hold	5,500	–	–	0.01%	106
2023 Q4	$320K	Hold	5,500	–	–	0.01%	114
2023 Q3	$286K	Hold	5,500	–	–	0.01%	109
2023 Q2	$303K	Hold	5,500	–	–	0.01%	102
2023 Q1	$290K	Hold	5,500	–	–	0.01%	107
2022 Q4	$280K	Hold	5,500	–	–	0.01%	120
2022 Q3	$258K	Hold	5,500	–	–	0.01%	111
2022 Q2	$271K	Hold	5,500	–	–	0.01%	113
2022 Q1	$327K	Sell	5,500 -780	-12%	-$45.8K	0.01%	108
2021 Q4	$400K	Buy	6,280 +736	+13%	+$46.1K	0.01%	118
2021 Q3	$328K	Sell	5,544 -556	-9%	-$33.6K	0.01%	110
2021 Q2	$362K	Hold	6,100	–	–	0.01%	139
2021 Q1	$338K	Hold	6,100	–	–	0.02%	106
2020 Q4	$315K	Sell	6,100 -1,492	-20%	-$72.2K	0.02%	104
2020 Q3	$335K	Hold	7,592	–	–	0.02%	109
2020 Q2	$311K	Sell	7,592 -24	-0.3%	-$919	0.02%	136
2020 Q1	$251K	Buy	7,616 +24	+0.3%	+$994	0.02%	148
2019 Q4	$338K	Buy	7,592 +1,492	+24%	+$64.1K	0.02%	122
2019 Q3	$256K	Hold	6,100	–	–	0.02%	136
2019 Q2	$255K	Hold	6,100	–	–	0.02%	118
2019 Q1	$245K	Hold	6,100	–	–	0.02%	125
2018 Q4	$211K	Hold	6,100	–	–	0.02%	158
2018 Q3	$250K	Sell	6,100 -724	-11%	-$29.5K	0.02%	117
2018 Q2	$269K	Buy	6,824 +724	+12%	+$28.4K	0.02%	112
2018 Q1	$235K	Hold	6,100	–	–	0.02%	121
2017 Q4	$236K	Hold	6,100	–	–	0.02%	116
2017 Q3	$224K	Buy	+6,100	New	+$220K	0.02%	114

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fort Pitt Capital Group's VO Position: Q3 2024 in Review

Fort Pitt Capital Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2024 at 5,500 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #111.

Fort Pitt Capital Group first reported a position in VO in Q3 2017 and has held it in 29 quarters since. The position peaked at $400K in Q4 2021. 1,934 funds tracked by Wall St. Rank hold VO as of Q3 2024.

Fort Pitt Capital Group held 5,500 shares of Vanguard Morningstar Mid-Cap ETF worth $363K as of Q3 2024.
Fort Pitt Capital Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2024.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Fort Pitt Capital Group's portfolio in Q3 2024, its #111 holding.
Fort Pitt Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2017 and has held it in 29 quarters since.
Fort Pitt Capital Group's Vanguard Morningstar Mid-Cap ETF position peaked at $400K in Q4 2021.
1,934 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.