Insigneo Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Insigneo Advisory Services’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	$243K	Sell	3,392 -796	-19%	-$59.1K	0.02%	576
2025 Q4	$304K	Sell	4,188 -1,472	-26%	-$107K	0.02%	509
2025 Q3	$416K	Buy	5,660 +1,472	+35%	+$106K	0.03%	418
2025 Q2	$293K	Hold	4,188	–	–	0.03%	467
2025 Q1	$271K	Buy	+4,188	New	+$281K	0.03%	440
2024 Q3	–	Sell	-3,576	Closed	-$213K	–	652
2024 Q2	$213K	Buy	+3,576	New	+$217K	0.02%	491
2023 Q4	–	Sell	-8,344	Closed	-$434K	–	454
2023 Q3	$434K	Sell	8,344 -8	-0.1%	-$439	0.09%	210
2023 Q2	$460K	Buy	+8,352	New	+$438K	0.09%	212

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Bank of America

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

Creative Planning

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Raymond James Financial

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Northwestern Mutual Wealth Management

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Envestnet Asset Management

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