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

Planned 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
-136
Closed -$8.97K – 622
2024
Q3 		$8.97K Buy
+136
New +$8.54K ﹤0.01% 459
2024
Q1 		– Sell
-136
Closed -$7.91K – 536
2023
Q4 		$7.91K Buy
+136
New +$7.27K ﹤0.01% 438
2021
Q1 		– Sell
-136
Closed -$7K – 397
2020
Q4 		$7K Hold
136
– – 0.01% 354
2020
Q3 		$6K Buy
+136
New +$5.93K 0.01% 274

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

Planned Solutions's VO Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 136 shares — an estimated $8.97K sold.

Planned Solutions first reported a position in VO in Q3 2020 and held it in 4 quarters. The position peaked at $8.97K in Q3 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 136 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $8.97K.
  • Planned Solutions first reported a position in Vanguard Mid-Cap ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Vanguard Mid-Cap ETF position peaked at $8.97K in Q3 2024.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.