Global Wealth Strategies & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Global Wealth Strategies & Associates’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
2026 Q2	–	Sell	-868	Closed	-$62.4K	–	469
2026 Q1	$62.4K	Sell	868 -32	-4%	-$2.38K	0.02%	151
2025 Q4	$65.2K	Sell	900 -2,520	-74%	-$183K	0.02%	133
2025 Q3	$251K	Buy	3,420 +3,300	+2,750%	+$237K	0.06%	65
2025 Q2	$8.39K	Sell	120 -108	-47%	-$7.09K	﹤0.01%	234
2025 Q1	$14.7K	Sell	228 -108	-32%	-$7.25K	﹤0.01%	208
2024 Q4	$22.2K	Sell	336 -60	-15%	-$4.07K	0.01%	160
2024 Q3	$26.1K	Buy	396 +96	+32%	+$6.03K	0.01%	129
2024 Q2	$18.2K	Sell	300 -20	-6%	-$1.22K	0.01%	131
2024 Q1	$20K	Buy	320 +20	+7%	+$1.18K	0.01%	132
2023 Q4	$17.4K	Hold	300	–	–	0.01%	131
2023 Q3	$15.6K	Sell	300 -8	-3%	-$439	0.01%	129
2023 Q2	$17K	Buy	308 +8	+3%	+$419	0.01%	126
2023 Q1	$15.8K	Hold	300	–	–	0.01%	128
2022 Q4	$15.3K	Buy	+300	New	+$15.3K	0.01%	120

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return