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Goodman Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Goodman Advisory 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
Q4 		– Sell
-728
Closed -$48K – 178
2024
Q3 		$48K Buy
728
+68
+10% +$4.27K 0.01% 116
2024
Q2 		$39.9K Hold
660
– – 0.01% 114
2024
Q1 		$41.2K Hold
660
– – 0.01% 102
2023
Q4 		$38.4K Hold
660
– – 0.01% 97
2023
Q3 		$34.4K Hold
660
– – 0.01% 99
2023
Q2 		$36.3K Hold
660
– – 0.01% 90
2023
Q1 		$34.8K Hold
660
– – 0.02% 85
2022
Q4 		$34K Hold
660
– – 0.02% 84
2022
Q3 		$31K Hold
660
– – 0.02% 86
2022
Q2 		$33K Buy
+660
New +$35.7K 0.01% 87

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goodman Advisory Group's VO Position: Q4 2024 in Review

Goodman Advisory Group sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 728 shares — an estimated $48K sold.

Goodman Advisory Group first reported a position in VO in Q2 2022 and held it in 10 quarters. The position peaked at $48K in Q3 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Goodman Advisory Group reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Goodman Advisory Group sold 728 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $48K.
  • Goodman Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and held it in 10 quarters.
  • Goodman Advisory Group's Vanguard Mid-Cap ETF position peaked at $48K in Q3 2024.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Goodman Advisory Group's 13F filing for Q4 2024, filed 13 Feb 2025.