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

Milestone 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
2022
Q3 		$47K Hold
1,004
– – 0.05% 114
2022
Q2 		$49K Hold
1,004
– – 0.05% 112
2022
Q1 		$64K Hold
1,004
– – 0.05% 113
2021
Q4 		$64K Buy
+1,004
New +$62.9K 0.05% 113

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Milestone Wealth's VO Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2022 at 1,004 shares worth $47K. The position accounts for 0.05% of the portfolio, ranked #114.

Milestone Wealth first reported a position in VO in Q4 2021 and has held it in 4 quarters since. The position peaked at $64K in Q1 2022. 1,499 funds tracked by Wall St. Rank hold VO as of Q3 2022.

  • Milestone Wealth held 1,004 shares of Vanguard Morningstar Mid-Cap ETF worth $47K as of Q3 2022.
  • Milestone Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2022.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #114 holding.
  • Milestone Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $64K in Q1 2022.
  • 1,499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.