MLA
VO icon

MB, Levis & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

MB, Levis & 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
2026
Q1 		$117K Buy
1,632
+4
+0.2% +$297 0.05% 73
2025
Q4 		$118K Sell
1,628
-328
-17% -$23.9K 0.05% 74
2025
Q3 		$144K Buy
1,956
+8
+0.4% +$575 0.06% 65
2025
Q2 		$136K Sell
1,948
-56
-3% -$3.68K 0.06% 78
2025
Q1 		$130K Buy
2,004
+12
+0.6% +$805 0.06% 76
2024
Q4 		$132K Buy
1,992
+8
+0.4% +$543 0.07% 73
2024
Q3 		$131K Buy
1,984
+12
+0.6% +$753 0.06% 74
2024
Q2 		$119K Hold
1,972
– – 0.06% 75
2024
Q1 		$123K Buy
1,972
+8
+0.4% +$473 0.07% 74
2023
Q4 		$114K Buy
1,964
+12
+0.6% +$641 0.07% 74
2023
Q3 		$102K Buy
1,952
+4
+0.2% +$219 0.07% 75
2023
Q2 		$107K Buy
1,948
+8
+0.4% +$419 0.07% 77
2023
Q1 		$102K Buy
1,940
+56
+3% +$2.98K 0.07% 78
2022
Q4 		$96.1K Buy
+1,884
New +$96K 0.08% 75

Other funds holding VO

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return