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Personal CFO Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Personal CFO Solutions’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
-6,896
Closed -$455K – 610
2024
Q3 		$455K Buy
6,896
+308
+5% +$19.3K 0.06% 287
2024
Q2 		$399K Buy
6,588
+540
+9% +$32.8K 0.06% 303
2024
Q1 		$378K Buy
6,048
+524
+9% +$31K 0.06% 328
2023
Q4 		$321K Buy
+5,524
New +$295K 0.06% 361
2021
Q4 		– Sell
-3,916
Closed -$232K – 519
2021
Q3 		$232K Buy
3,916
+224
+6% +$13.5K 0.05% 387
2021
Q2 		$219K Hold
3,692
– – 0.04% 390
2021
Q1 		$204K Buy
+3,692
New +$200K 0.04% 381
2020
Q4 		– Sell
-6,292
Closed – – 407
2020
Q3 		$0 Sell
6,292
-340
-5% -$14.8K ﹤0.01% 324
2020
Q2 		$272K Hold
6,632
– – 0.08% 223
2020
Q1 		$218K Hold
6,632
– – 0.08% 225
2019
Q4 		$295K Sell
6,632
-400
-6% -$17.2K 0.08% 214
2019
Q3 		$295K Buy
+7,032
New +$294K 0.12% 203

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

Personal CFO Solutions's VO Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 6,896 shares — an estimated $455K sold.

Personal CFO Solutions first reported a position in VO in Q3 2019 and held it in 12 quarters. The position peaked at $455K in Q3 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 6,896 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $455K.
  • Personal CFO Solutions first reported a position in Vanguard Mid-Cap ETF in Q3 2019 and held it in 12 quarters.
  • Personal CFO Solutions's Vanguard Mid-Cap ETF position peaked at $455K in Q3 2024.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.