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Platte River Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Platte River Wealth Advisors’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 		$9.73M Sell
147,500
-10,984
-7% -$690K 2.61% 10
2024
Q2 		$9.59M Sell
158,484
-2,804
-2% -$170K 2.69% 10
2024
Q1 		$10.1M Buy
161,288
+2,560
+2% +$151K 2.87% 8
2023
Q4 		$9.23M Buy
158,728
+3,364
+2% +$180K 3.06% 8
2023
Q3 		$8.09M Buy
155,364
+1,320
+0.9% +$72.4K 2.96% 8
2023
Q2 		$8.48M Buy
154,044
+3,500
+2% +$183K 2.97% 8
2023
Q1 		$7.94M Sell
150,544
-68,748
-31% -$3.66M 3.05% 8
2022
Q4 		$11.2M Sell
219,292
-916
-0.4% -$46.7K 4.72% 3
2022
Q3 		$10.3M Buy
220,208
+6,024
+3% +$315K 4.63% 3
2022
Q2 		$10.5M Sell
214,184
-4,764
-2% -$257K 4.57% 4
2022
Q1 		$13M Buy
218,948
+2,396
+1% +$141K 4.75% 5
2021
Q4 		$13.4M Buy
216,552
+16,724
+8% +$1.05M 4.6% 5
2021
Q3 		$11.8M Buy
199,828
+8,108
+4% +$490K 4.38% 5
2021
Q2 		$11.4M Buy
191,720
+8,312
+5% +$482K 4.32% 4
2021
Q1 		$10.4M Buy
183,408
+3,760
+2% +$204K 4.28% 5
2020
Q4 		$9.62M Buy
179,648
+8,248
+5% +$399K 4.15% 8
2020
Q3 		$7.55M Sell
171,400
-1,372
-0.8% -$59.8K 3.89% 8
2020
Q2 		$7.21M Buy
+172,772
New +$6.62M 3.98% 8
2019
Q4 		$833K Buy
+18,756
New +$805K 0.44% 68

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

Platte River Wealth Advisors's VO Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.9% in Q3 2024, selling an estimated $690K and leaving 147,500 shares worth $9.73M. The position accounts for 2.61% of the portfolio, ranked #10.

Platte River Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 19 quarters since. The position peaked at $13.4M in Q4 2021. 1,931 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Platte River Wealth Advisors held 147,500 shares of Vanguard Morningstar Mid-Cap ETF worth $9.73M as of Q3 2024.
  • Platte River Wealth Advisors sold 10,984 Vanguard Morningstar Mid-Cap ETF shares in Q3 2024, an estimated $690K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.61% of Platte River Wealth Advisors's portfolio in Q3 2024, its #10 holding.
  • Platte River Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $13.4M in Q4 2021.
  • 1,931 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.