Grand Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Grand Wealth Management’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	-20	Closed	-$1.36K	–	69
2024 Q3	$1.36K	Hold	20	–	–	﹤0.01%	66
2024 Q2	$1.25K	Hold	20	–	–	﹤0.01%	58
2024 Q1	$1.29K	Hold	20	–	–	﹤0.01%	71
2023 Q4	$1.2K	Sell	20 -16	-44%	-$855	﹤0.01%	73
2023 Q3	$1.91K	Sell	36 -108	-75%	-$5.92K	﹤0.01%	67
2023 Q2	$8.02K	Buy	+144	New	+$7.55K	﹤0.01%	63
2022 Q3	–	Sell	-304	Closed	-$15K	–	63
2022 Q2	$15K	Hold	304	–	–	0.01%	53
2022 Q1	$18K	Hold	304	–	–	0.01%	52
2021 Q4	$19K	Buy	+304	New	+$19.1K	0.01%	52

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Grand Wealth Management's VO Position: Q4 2024 in Review

Grand Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 20 shares — an estimated $1.36K sold.

Grand Wealth Management first reported a position in VO in Q4 2021 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Grand Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Grand Wealth Management sold 20 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $1.36K.
Grand Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 9 quarters.
Grand Wealth Management's Vanguard Mid-Cap ETF position peaked at $19K in Q4 2021.
2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Grand Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.