Investmark Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Investmark Advisory Group’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 Q2	–	Sell	-7,228	Closed	-$451K	–	120
2024 Q1	$451K	Hold	7,228	–	–	0.25%	75
2023 Q4	$420K	Hold	7,228	–	–	0.25%	74
2023 Q3	$376K	Hold	7,228	–	–	0.25%	72
2023 Q2	$398K	Hold	7,228	–	–	0.27%	68
2023 Q1	$381K	Sell	7,228 -8,016	-53%	-$426K	0.28%	64
2022 Q4	$777K	Hold	15,244	–	–	0.58%	43
2022 Q3	$716K	Hold	15,244	–	–	0.64%	38
2022 Q2	$750K	Hold	15,244	–	–	0.74%	30
2022 Q1	$906K	Hold	15,244	–	–	0.93%	26
2021 Q4	$970K	Buy	+15,244	New	+$956K	0.91%	22

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Investmark Advisory Group's VO Position: Q2 2024 in Review

Investmark Advisory Group sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 7,228 shares — an estimated $451K sold.

Investmark Advisory Group first reported a position in VO in Q4 2021 and held it in 10 quarters. The position peaked at $970K in Q4 2021. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

Investmark Advisory Group reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Investmark Advisory Group sold 7,228 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $451K.
Investmark Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 10 quarters.
Investmark Advisory Group's Vanguard Mid-Cap ETF position peaked at $970K in Q4 2021.
1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Investmark Advisory Group's 13F filing for Q2 2024, filed 14 Aug 2024.