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Kelly Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Kelly Financial 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
2024
Q1 		– Sell
-92
Closed -$5.44K – 829
2023
Q4 		$5.44K Sell
92
-44
-32% -$2.35K ﹤0.01% 467
2023
Q3 		$7.15K Sell
136
-4
-3% -$219 ﹤0.01% 418
2023
Q2 		$7.72K Sell
140
-416
-75% -$21.8K ﹤0.01% 392
2023
Q1 		$29.2K Buy
+556
New +$29.6K 0.01% 239
2021
Q4 		– Sell
-176
Closed -$10.4K – 709
2021
Q3 		$10.4K Buy
+176
New +$10.6K 0.01% 324

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
UBS Group
UBS Group Zurich, Switzerland $666B 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kelly Financial Services's VO Position: Q1 2024 in Review

Kelly Financial Services sold out of Vanguard Mid-Cap ETF (VO) in Q1 2024, closing a stake of 92 shares — an estimated $5.44K sold.

Kelly Financial Services first reported a position in VO in Q3 2021 and held it in 5 quarters. The position peaked at $29.2K in Q1 2023. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • Kelly Financial Services reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Kelly Financial Services sold 92 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $5.44K.
  • Kelly Financial Services first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and held it in 5 quarters.
  • Kelly Financial Services's Vanguard Mid-Cap ETF position peaked at $29.2K in Q1 2023.
  • 1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.