Hazlett, Burt & Watson’s Vanguard Mid-Cap ETF VO Stock Holding History

Hazlett, Burt & Watson’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 Q1	$137K	Buy	1,892 +192	+11%	+$14.3K	0.04%	300
2025 Q4	$123K	Buy	1,700 +388	+30%	+$28.2K	0.04%	315
2025 Q3	$97K	Buy	1,312 +148	+13%	+$10.6K	0.03%	321
2025 Q2	$82K	Buy	1,164 +512	+79%	+$33.6K	0.03%	307
2025 Q1	$42K	Sell	652 -164	-20%	-$11K	0.02%	381
2024 Q4	$54K	Hold	816	–	–	0.02%	352
2024 Q3	$54K	Buy	816 +184	+29%	+$11.6K	0.02%	345
2024 Q2	$39K	Hold	632	–	–	0.02%	369
2024 Q1	$39K	Hold	632	–	–	0.02%	363
2023 Q4	$38K	Hold	632	–	–	0.03%	346
2023 Q3	$33K	Hold	632	–	–	0.02%	356
2023 Q2	$34K	Buy	632 +164	+35%	+$8.6K	0.03%	353
2023 Q1	$24K	Buy	468 +4	+0.9%	+$213	0.02%	368
2022 Q4	$24K	Hold	464	–	–	0.02%	359
2022 Q3	$22K	Buy	464 +4	+0.9%	+$209	0.02%	364
2022 Q2	$23K	Buy	460 +60	+15%	+$3.24K	0.02%	363
2022 Q1	$24K	Buy	+400	New	+$23.5K	0.02%	373

Other funds holding VO

Wells Fargo San Francisco, California $501B 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return