Presidio Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Presidio Capital 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
2023 Q4	–	Sell	-4,160	Closed	-$217K	–	43
2023 Q3	$217K	Hold	4,160	–	–	0.19%	34
2023 Q2	$229K	Hold	4,160	–	–	0.18%	37
2023 Q1	$219K	Buy	4,160 +20	+0.5%	+$1.06K	0.19%	36
2022 Q4	$211K	Buy	+4,140	New	+$211K	0.19%	29

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Presidio Capital Management's VO Position: Q4 2023 in Review

Presidio Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2023, closing a stake of 4,160 shares — an estimated $217K sold.

Presidio Capital Management first reported a position in VO in Q4 2022 and held it in 4 quarters. The position peaked at $229K in Q2 2023. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

Presidio Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Presidio Capital Management sold 4,160 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $217K.
Presidio Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 4 quarters.
Presidio Capital Management's Vanguard Mid-Cap ETF position peaked at $229K in Q2 2023.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Presidio Capital Management's 13F filing for Q4 2023, filed 12 Jan 2024.