Punch & Associates Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Punch & Associates Investment 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
2024 Q1	–	Sell	-180	Closed	-$10.5K	–	231
2023 Q4	$10.5K	Hold	180	–	–	﹤0.01%	225
2023 Q3	$9.37K	Sell	180 -2,052	-92%	-$113K	﹤0.01%	225
2023 Q2	$123K	Hold	2,232	–	–	0.01%	210
2023 Q1	$118K	Hold	2,232	–	–	0.01%	208
2022 Q4	$114K	Hold	2,232	–	–	0.01%	207
2022 Q3	$105K	Hold	2,232	–	–	0.01%	205
2022 Q2	$110K	Hold	2,232	–	–	0.01%	213
2022 Q1	$133K	Buy	2,232 +2,052	+1,140%	+$120K	0.01%	211
2021 Q4	$11K	Hold	180	–	–	﹤0.01%	239
2021 Q3	$11K	Hold	180	–	–	﹤0.01%	235
2021 Q2	$11K	Buy	+180	New	+$10.4K	﹤0.01%	241
2020 Q1	–	Sell	-2,004	Closed	-$89K	–	244
2019 Q4	$89K	Buy	+2,004	New	+$86.1K	0.01%	221

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

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

Punch & Associates Investment Management's VO Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2024, closing a stake of 180 shares — an estimated $10.5K sold.

Punch & Associates Investment Management first reported a position in VO in Q4 2019 and held it in 12 quarters. The position peaked at $133K in Q1 2022. 1,862 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Punch & Associates Investment Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Punch & Associates Investment Management sold 180 Vanguard Morningstar Mid-Cap ETF shares in Q1 2024, an estimated $10.5K.
Punch & Associates Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and held it in 12 quarters.
Punch & Associates Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $133K in Q1 2022.
1,862 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.