PWMG
VO icon

Prestige Wealth Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-2,800
Closed -$143K – 1161
2022
Q4 		$143K Buy
+2,800
New +$143K 0.04% 157

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Prestige Wealth Management Group's VO Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2023, closing a stake of 2,800 shares — an estimated $143K sold.

Prestige Wealth Management Group first reported a position in VO in Q4 2022 and held it in 1 quarter. The position peaked at $143K in Q4 2022. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 2,800 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $143K.
  • Prestige Wealth Management Group first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's Vanguard Mid-Cap ETF position peaked at $143K in Q4 2022.
  • 1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.