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LWS Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

LWS Wealth Advisors’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
Q4 		$4.38M Sell
75,324
-612
-0.8% -$32.7K 1.64% 18
2023
Q3 		$3.95M Buy
75,936
+1,168
+2% +$64.1K 1.73% 19
2023
Q2 		$4.12M Buy
74,768
+2,168
+3% +$114K 1.74% 19
2023
Q1 		$3.83M Buy
72,600
+2,936
+4% +$156K 1.57% 20
2022
Q4 		$3.55M Sell
69,664
-116
-0.2% -$5.91K 1.49% 19
2022
Q3 		$3.28M Buy
69,780
+1,692
+2% +$88.4K 1.26% 21
2022
Q2 		$3.35M Sell
68,088
-2,896
-4% -$156K 1.58% 19
2022
Q1 		$4.22M Sell
70,984
-592
-0.8% -$34.7K 1.8% 18
2021
Q4 		$4.56M Buy
71,576
+1,276
+2% +$80K 1.86% 19
2021
Q3 		$4.16M Buy
70,300
+3,268
+5% +$197K 1.82% 19
2021
Q2 		$3.98M Sell
67,032
-18,684
-22% -$1.08M 1.77% 20
2021
Q1 		$4.74M Sell
85,716
-10,544
-11% -$572K 2.15% 19
2020
Q4 		$4.98M Sell
96,260
-1,628
-2% -$78.8K 2.24% 17
2020
Q3 		$4.31M Buy
97,888
+32
+0% +$1.39K 2.12% 16
2020
Q2 		$4.01M Buy
97,856
+16,180
+20% +$620K 2.1% 16
2020
Q1 		$2.69M Buy
81,676
+68,640
+527% +$2.84M 1.75% 16
2019
Q4 		$581K Buy
+13,036
New +$560K 0.3% 37

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

LWS Wealth Advisors's VO Position: Q4 2023 in Review

LWS Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.81% in Q4 2023, selling an estimated $32.7K and leaving 75,324 shares worth $4.38M. The position accounts for 1.64% of the portfolio, ranked #18.

LWS Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.98M in Q4 2020. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

  • LWS Wealth Advisors held 75,324 shares of Vanguard Mid-Cap ETF worth $4.38M as of Q4 2023.
  • LWS Wealth Advisors sold 612 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $32.7K.
  • Vanguard Mid-Cap ETF made up 1.64% of LWS Wealth Advisors's portfolio in Q4 2023, its #18 holding.
  • LWS Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • LWS Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $4.98M in Q4 2020.
  • 1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.