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Innealta Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Innealta Capital’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
-960
Closed -$58.1K – 1648
2024
Q2 		$58.1K Buy
+960
New +$58.3K 0.02% 329

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Innealta Capital's VO Position: Q3 2024 in Review

Innealta Capital sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2024, closing a stake of 960 shares — an estimated $58.1K sold.

Innealta Capital first reported a position in VO in Q2 2024 and held it in 1 quarter. The position peaked at $58.1K in Q2 2024. 1,936 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Innealta Capital reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 960 Vanguard Morningstar Mid-Cap ETF shares in Q3 2024, an estimated $58.1K.
  • Innealta Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $58.1K in Q2 2024.
  • 1,936 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.