Prostatis Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Prostatis 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
2024 Q3	–	Sell	-7,304	Closed	-$442K	–	155
2024 Q2	$442K	Sell	7,304 -304	-4%	-$18.5K	0.16%	101
2024 Q1	$475K	Sell	7,608 -268	-3%	-$15.8K	0.18%	95
2023 Q4	$458K	Buy	+7,876	New	+$421K	0.19%	87
2023 Q1	–	Sell	-126,692	Closed	-$6.46M	–	114
2022 Q4	$6.46M	Buy	+126,692	New	+$6.45M	3.94%	5
2021 Q4	–	Sell	-43,120	Closed	-$2.55M	–	99
2021 Q3	$2.55M	Buy	43,120 +4,656	+12%	+$281K	1.53%	24
2021 Q2	$2.28M	Buy	38,464 +28,280	+278%	+$1.64M	1.56%	19
2021 Q1	$564K	Sell	10,184 -96,460	-90%	-$5.23M	0.44%	54
2020 Q4	$5.51M	Buy	+106,644	New	+$5.16M	4.62%	6

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

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

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

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

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

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

Prostatis Group's VO Position: Q3 2024 in Review

Prostatis Group sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 7,304 shares — an estimated $442K sold.

Prostatis Group first reported a position in VO in Q4 2020 and held it in 8 quarters. The position peaked at $6.46M in Q4 2022. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

Prostatis Group reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Prostatis Group sold 7,304 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $442K.
Prostatis Group first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Prostatis Group's Vanguard Mid-Cap ETF position peaked at $6.46M in Q4 2022.
1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Prostatis Group's 13F filing for Q3 2024, filed 21 Mar 2025.