Laidlaw Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Laidlaw 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
2023 Q3	–	Sell	-31,784	Closed	-$1.75M	–	370
2023 Q2	$1.75M	Sell	31,784 -3,396	-10%	-$178K	0.34%	75
2023 Q1	$1.86M	Sell	35,180 -1,140	-3%	-$60.6K	0.38%	71
2022 Q4	$1.85M	Sell	36,320 -12,336	-25%	-$628K	0.4%	71
2022 Q3	$2.29M	Sell	48,656 -1,884	-4%	-$98.5K	0.53%	49
2022 Q2	$2.49M	Buy	50,540 +8,036	+19%	+$434K	0.51%	57
2022 Q1	$2.53M	Sell	42,504 -896	-2%	-$52.6K	0.42%	61
2021 Q4	$2.76M	Buy	+43,400	New	+$2.72M	0.44%	58
2021 Q1	–	Sell	-19,432	Closed	-$1M	–	362
2020 Q4	$1M	Buy	+19,432	New	+$941K	0.21%	121

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laidlaw Wealth Management's VO Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2023, closing a stake of 31,784 shares — an estimated $1.75M sold.

Laidlaw Wealth Management first reported a position in VO in Q4 2020 and held it in 8 quarters. The position peaked at $2.76M in Q4 2021. 1,652 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Laidlaw Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 31,784 Vanguard Morningstar Mid-Cap ETF shares in Q3 2023, an estimated $1.75M.
Laidlaw Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.76M in Q4 2021.
1,652 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.