Global Wealth Management Investment Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-400	Closed	-$23.3K	–	426
2023 Q4	$23.3K	Buy	+400	New	+$21.4K	0.01%	236
2021 Q4	–	Sell	-20	Closed	-$1K	–	505
2021 Q3	$1K	Buy	+20	New	+$1.21K	﹤0.01%	450
2019 Q1	–	Sell	-232	Closed	-$8K	–	773
2018 Q4	$8K	Buy	+232	New	+$8.71K	﹤0.01%	431

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's VO Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Mid-Cap ETF (VO) in Q1 2024, closing a stake of 400 shares — an estimated $23.3K sold.

Global Wealth Management Investment Advisory first reported a position in VO in Q4 2018 and held it in 3 quarters. The position peaked at $23.3K in Q4 2023. 1,862 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 400 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $23.3K.
Global Wealth Management Investment Advisory first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 3 quarters.
Global Wealth Management Investment Advisory's Vanguard Mid-Cap ETF position peaked at $23.3K in Q4 2023.
1,862 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.