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Nabity-Jensen Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Nabity-Jensen Investment Management’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
2024
Q2 		– Sell
-1,672
Closed -$104K – 84
2024
Q1 		$104K Buy
+1,672
New +$98.8K 0.09% 80

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

Nabity-Jensen Investment Management's VO Position: Q2 2024 in Review

Nabity-Jensen Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 1,672 shares — an estimated $104K sold.

Nabity-Jensen Investment Management first reported a position in VO in Q1 2024 and held it in 1 quarter. The position peaked at $104K in Q1 2024. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Nabity-Jensen Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Nabity-Jensen Investment Management sold 1,672 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $104K.
  • Nabity-Jensen Investment Management first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Nabity-Jensen Investment Management's Vanguard Mid-Cap ETF position peaked at $104K in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2024, filed 9 Dec 2024.