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Perissos Private Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Perissos Private Wealth 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
Q4 		– Sell
-3,068
Closed -$202K – 92
2024
Q3 		$202K Buy
+3,068
New +$193K 0.16% 83
2024
Q2 		– Sell
-5,080
Closed -$317K – 87
2024
Q1 		$317K Buy
+5,080
New +$300K 0.29% 58

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
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

Perissos Private Wealth Management's VO Position: Q4 2024 in Review

Perissos Private Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 3,068 shares — an estimated $202K sold.

Perissos Private Wealth Management first reported a position in VO in Q1 2024 and held it in 2 quarters. The position peaked at $317K in Q1 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Perissos Private Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Perissos Private Wealth Management sold 3,068 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $202K.
  • Perissos Private Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Perissos Private Wealth Management's Vanguard Mid-Cap ETF position peaked at $317K in Q1 2024.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Perissos Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.