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MB Generational Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

MB Generational Wealth’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
Q1 		– Sell
-4,060
Closed -$268K – 55
2024
Q4 		$268K Hold
4,060
– – 0.2% 41
2024
Q3 		$268K Buy
+4,060
New +$255K 0.19% 48

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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MB Generational Wealth's VO Position: Q1 2025 in Review

MB Generational Wealth sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 4,060 shares — an estimated $268K sold.

MB Generational Wealth first reported a position in VO in Q3 2024 and held it in 2 quarters. The position peaked at $268K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • MB Generational Wealth reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • MB Generational Wealth sold 4,060 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $268K.
  • MB Generational Wealth first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and held it in 2 quarters.
  • MB Generational Wealth's Vanguard Mid-Cap ETF position peaked at $268K in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on MB Generational Wealth's 13F filing for Q1 2025, filed 2 May 2025.