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Pursue Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pursue Wealth Partners’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
-3,516
Closed -$213K – 123
2024
Q2 		$213K Buy
+3,516
New +$214K 0.12% 104
2022
Q2 		– Sell
-1,400
Closed -$82.3K – 239
2022
Q1 		$82.3K Buy
+1,400
New +$82.1K 0.03% 169

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pursue Wealth Partners's VO Position: Q3 2024 in Review

Pursue Wealth Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2024, closing a stake of 3,516 shares — an estimated $213K sold.

Pursue Wealth Partners first reported a position in VO in Q1 2022 and held it in 2 quarters. The position peaked at $213K in Q2 2024. 1,936 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Pursue Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Pursue Wealth Partners sold 3,516 Vanguard Morningstar Mid-Cap ETF shares in Q3 2024, an estimated $213K.
  • Pursue Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and held it in 2 quarters.
  • Pursue Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $213K in Q2 2024.
  • 1,936 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

Based on Pursue Wealth Partners's 13F filing for Q3 2024, filed 28 Oct 2024.