HWG Holdings’s Vanguard Mid-Cap ETF VO Stock Holding History

HWG Holdings’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 Q3	–	Sell	-1,544	Closed	-$93.5K	–	125
2024 Q2	$93.5K	Buy	+1,544	New	+$93.8K	0.03%	47
2021 Q2	–	Sell	-24	Closed	-$1K	–	141
2021 Q1	$1K	Buy	+24	New	+$1.3K	﹤0.01%	99
2019 Q2	–	Sell	-80	Closed	-$3K	–	145
2019 Q1	$3K	Hold	80	–	–	﹤0.01%	76
2018 Q4	$3K	Hold	80	–	–	0.01%	59
2018 Q3	$3K	Buy	+80	New	+$3.26K	﹤0.01%	84
2017 Q3	–	Sell	-84	Closed	-$3K	–	121
2017 Q2	$3K	Buy	+84	New	+$2.97K	﹤0.01%	86

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

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

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

HWG Holdings's VO Position: Q3 2024 in Review

HWG Holdings sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 1,544 shares — an estimated $93.5K sold.

HWG Holdings first reported a position in VO in Q2 2017 and held it in 6 quarters. The position peaked at $93.5K in Q2 2024. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

HWG Holdings reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
HWG Holdings sold 1,544 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $93.5K.
HWG Holdings first reported a position in Vanguard Mid-Cap ETF in Q2 2017 and held it in 6 quarters.
HWG Holdings's Vanguard Mid-Cap ETF position peaked at $93.5K in Q2 2024.
1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on HWG Holdings's 13F filing for Q3 2024, filed 23 Oct 2024.