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AFFINITY WEALTH LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

AFFINITY WEALTH LLC’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 		– Sell
-456
Closed -$33.1K – 77
2025
Q4 		$33.1K Buy
+456
New +$33.2K 0.02% 22

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UBS Group
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Morgan Stanley
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

AFFINITY WEALTH LLC's VO Position: Q1 2026 in Review

AFFINITY WEALTH LLC sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 456 shares — an estimated $33.1K sold.

AFFINITY WEALTH LLC first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $33.1K in Q4 2025. 2,395 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • AFFINITY WEALTH LLC reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 456 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $33.1K.
  • AFFINITY WEALTH LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • AFFINITY WEALTH LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $33.1K in Q4 2025.
  • 2,395 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q1 2026, filed 26 Aug 2026.