PWM
VO icon

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

PRW Wealth 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
Q3 		$235K Buy
+4,788
New +$263K 0.09% 90
2022
Q2 		– Sell
-3,588
Closed -$213K – 124
2022
Q1 		$213K Hold
3,588
– – 0.09% 112
2021
Q4 		$229K Sell
3,588
-148
-4% -$9.28K 0.11% 93
2021
Q3 		$221K Sell
3,736
-32,492
-90% -$1.96M 0.11% 89
2021
Q2 		$2.15M Buy
+36,228
New +$2.1M 0.63% 40
2019
Q2 		– Sell
-1,844
Closed -$74K – 655
2019
Q1 		$74K Sell
1,844
-1,000
-35% -$38.5K 0.07% 107
2018
Q4 		$98K Buy
+2,844
New +$107K 0.12% 90

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $501B 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
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return