KTM
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Keeler Thomas Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Keeler Thomas 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
2023
Q1 		– Sell
-10,216
Closed -$520K – 89
2022
Q4 		$520K Buy
10,216
+2,820
+38% +$144K 0.26% 61
2022
Q3 		$265K Sell
7,396
-7,612
-51% -$398K 0.13% 58
2022
Q2 		$739K Sell
15,008
-19,536
-57% -$1.06M 0.37% 47
2022
Q1 		$2.05M Sell
34,544
-5,572
-14% -$327K 0.99% 33
2021
Q4 		$2.56M Sell
40,116
-2,816
-7% -$177K 1.11% 35
2021
Q3 		$2.54M Sell
42,932
-76
-0.2% -$4.59K 1.21% 37
2021
Q2 		$2.55M Buy
43,008
+19,204
+81% +$1.11M 1.25% 38
2021
Q1 		$1.33M Buy
+23,804
New +$1.29M 0.7% 46

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return