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Koesten Hirschmann & Crabtree’s Vanguard Mid-Cap ETF VO Stock Holding History

Koesten Hirschmann & Crabtree’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
Q3 		– Sell
-300
Closed -$18.7K – 235
2024
Q2 		$18.7K Hold
300
– – 0.01% 120
2024
Q1 		$18.7K Sell
300
-320
-52% -$18.9K 0.01% 120
2023
Q4 		$36.1K Buy
+620
New +$33.1K 0.03% 85

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
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
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

Koesten Hirschmann & Crabtree's VO Position: Q3 2024 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 300 shares — an estimated $18.7K sold.

Koesten Hirschmann & Crabtree first reported a position in VO in Q4 2023 and held it in 3 quarters. The position peaked at $36.1K in Q4 2023. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 300 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $18.7K.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Koesten Hirschmann & Crabtree's Vanguard Mid-Cap ETF position peaked at $36.1K in Q4 2023.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2024, filed 4 Nov 2024.