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Planning Capital Management Corporation’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Planning Capital Management Corporation’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
Q3 		$219K Buy
3,320
+24
+0.7% +$1.51K 0.15% 81
2024
Q2 		$199K Hold
3,296
– – 0.14% 87
2024
Q1 		$206K Sell
3,296
-20
-0.6% -$1.18K 0.15% 81
2023
Q4 		$193K Buy
+3,316
New +$177K 0.15% 85

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
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
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

Planning Capital Management Corporation's VO Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.73% in Q3 2024, buying an estimated $1.51K and bringing the position to 3,320 shares worth $219K. The position accounts for 0.15% of the portfolio, ranked #81.

Planning Capital Management Corporation first reported a position in VO in Q4 2023 and has held it in 4 quarters since. 1,931 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Planning Capital Management Corporation held 3,320 shares of Vanguard Morningstar Mid-Cap ETF worth $219K as of Q3 2024.
  • Planning Capital Management Corporation bought 24 Vanguard Morningstar Mid-Cap ETF shares in Q3 2024, an estimated $1.51K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.15% of Planning Capital Management Corporation's portfolio in Q3 2024, its #81 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,931 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.