LBA
VO icon

Lowell Blake & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Lowell Blake & Associates’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 		$398K Hold
7,652
– – 0.11% 47
2023
Q2 		$421K Hold
7,652
– – 0.12% 45
2023
Q1 		$404K Hold
7,652
– – 0.13% 45
2022
Q4 		$390K Hold
7,652
– – 0.13% 44
2022
Q3 		$360K Hold
7,652
– – 0.14% 43
2022
Q2 		$377K Hold
7,652
– – 0.15% 43
2022
Q1 		$455K Hold
7,652
– – 0.17% 42
2021
Q4 		$487K Buy
7,652
+40
+0.5% +$2.51K 0.19% 41
2021
Q3 		$451K Hold
7,612
– – 0.21% 43
2021
Q2 		$452K Buy
+7,612
New +$441K 0.21% 43

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