L.M. Kohn & Company’s Vanguard Mid-Cap ETF VO Stock Holding History

L.M. Kohn & Company’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
2025 Q3	$213K	Sell	2,900 -2,004	-41%	-$144K	0.26%	111
2025 Q2	$343K	Sell	4,904 -6,204	-56%	-$407K	0.09%	180
2025 Q1	$718K	Buy	11,108 +1,944	+21%	+$130K	0.19%	116
2024 Q4	$605K	Buy	9,164 +892	+11%	+$60.6K	0.16%	125
2024 Q3	$546K	Buy	8,272 +2,936	+55%	+$184K	0.14%	137
2024 Q2	$335K	Sell	5,336 -1,452	-21%	-$88.2K	0.09%	190
2024 Q1	$424K	Sell	6,788 -2,012	-23%	-$119K	0.12%	161
2023 Q4	$512K	Buy	8,800 +3,212	+57%	+$172K	0.16%	127
2023 Q3	$291K	Sell	5,588 -392	-7%	-$21.5K	0.11%	170
2023 Q2	$329K	Buy	5,980 +224	+4%	+$11.7K	0.12%	153
2023 Q1	$304K	Sell	5,756 -40	-0.7%	-$2.13K	0.13%	160
2022 Q4	$295K	Sell	5,796 -40	-0.7%	-$2.04K	0.14%	157
2022 Q3	$275K	Sell	5,836 -2,160	-27%	-$113K	0.13%	158
2022 Q2	$394K	Sell	7,996 -68	-0.8%	-$3.67K	0.18%	139
2022 Q1	$480K	Buy	+8,064	New	+$473K	0.19%	138

Other funds holding VO

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

Creative Planning

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return