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FSC Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

FSC Wealth 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 		– Sell
-24
Closed -$1.45K – 318
2024
Q2 		$1.45K Hold
24
– – ﹤0.01% 267
2024
Q1 		$1.5K Hold
24
– – ﹤0.01% 240
2023
Q4 		$1.4K Hold
24
– – ﹤0.01% 268
2023
Q3 		$1.25K Buy
+24
New +$1.32K ﹤0.01% 218
2022
Q2 		– Sell
-169,336
Closed -$10.1M – 224
2022
Q1 		$10.1M Sell
169,336
-9,952
-6% -$584K 9.55% 5
2021
Q4 		$11.4M Buy
+179,288
New +$11.2M 7.74% 5

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
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
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

FSC Wealth Advisors's VO Position: Q3 2024 in Review

FSC Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 24 shares — an estimated $1.45K sold.

FSC Wealth Advisors first reported a position in VO in Q4 2021 and held it in 6 quarters. The position peaked at $11.4M in Q4 2021. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • FSC Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 24 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $1.45K.
  • FSC Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 6 quarters.
  • FSC Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $11.4M in Q4 2021.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on FSC Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.