KNFPWM
VO icon

Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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
Q4 		– Sell
-3,092
Closed -$204K – 76
2024
Q3 		$204K Buy
+3,092
New +$194K 0.1% 69
2024
Q2 		– Sell
-3,288
Closed -$205K – 67
2024
Q1 		$205K Buy
+3,288
New +$194K 0.12% 62

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's VO Position: Q4 2024 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2024, closing a stake of 3,092 shares — an estimated $204K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VO in Q1 2024 and held it in 2 quarters. The position peaked at $205K in Q1 2024. 2,138 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Keeler & Nadler Financial Planning & Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Keeler & Nadler Financial Planning & Wealth Management sold 3,092 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $204K.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Keeler & Nadler Financial Planning & Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $205K in Q1 2024.
  • 2,138 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.